“I don’t want to be that finger-wagging personal finance person who lectures people on how to spend their money. But I can’t help but wonder… Read More »How To Avoid ‘Vehicle Damage’ To Your Budget
If you were sent back in time 40 years and had the option of either investing $100 in the S&P 500 every month for the… Read More »What’s Better Than Buying The Dip? This Strategy, It Turns Out
It’s a decision that pretty much anyone saving for retirement faces: should you use a Roth account or a traditional account? The author of today’s… Read More »Roth Or Not? A Framework For Making The Roth vs. Traditional Retirement Account Decision
In the quest to achieve alpha in the markets, don’t neglect the importance of achieving alpha with your income, advises the author of today’s article.… Read More »The Importance Of – And How To Achieve – Income Alpha
“Don’t underestimate the benefit of this tax shelter,” urges the author of today’s article in his discussion of the Coverdell Education Savings Account – an… Read More »Coverdell ESAs: The Tax-Sheltered Account Few People Realize Exists
“It’s about the only tax do-over you can get,” states today’s article of the tax trick highlighted. The trick in question? Converting a traditional IRA… Read More »Why This “Do-Over” Tax Trick May Prove To Be Particularly Useful This Year
“The kids are old enough to drive themselves to band practice, and you’re planning an anniversary getaway with your spouse. Life is good. But college… Read More »Securing Your Financial Future In Your 40s
“It’s no secret that Americans need to save more. The issue – at least in part – is that saving requires sacrificing some of today’s… Read More »Save $1 Million With Minimal Sacrifice?