“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 how many people are over-extending […]
read moreWhat’s Better Than Buying The Dip? This Strategy, It Turns Out
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 next 40 years (dollar cost […]
read moreRoth Or Not? A Framework For Making The Roth vs. Traditional Retirement Account Decision
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 article argues that more people […]
read moreThe Importance Of – And How To Achieve – Income Alpha
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. He states that “saving more […]
read moreCoverdell ESAs: The Tax-Sheltered Account Few People Realize Exists
“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 account that functions much like […]
read moreWhy This “Do-Over” Tax Trick May Prove To Be Particularly Useful This Year
“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 (and its pre-tax savings) to […]
read moreSecuring Your Financial Future In Your 40s
“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 bills loom, and you’re neglecting […]
read moreSave $1 Million With Minimal Sacrifice?
“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 wants in favor of tomorrow’s […]
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