Articles

As David Marotta writes in this 2012 post, “If I had to pick one learned skill that has served me the best in my career, it would be learning to grab my mind by the scruff of the neck and drag it back to the task at hand.” This piece reminds us that hard work can sometimes be your best doctor.

I think the intent of this list is to make advisors feel under-prepared and thus more likely to sign up for one of the paid newsletters Ed Slott provides. Regardless, here are my answers.

Many adult children are returning to live at home somewhat involuntarily. What can parents do to help? This 2011 article offers some wisdom.

We agree with Kleintop’s assessment that valuations suggest that international equities are poised for more gains.

George Marotta reminds us in this 2002 article, “Each person can best help society by developing his or her talents to the fullest. In the process, some will earn very large incomes, but that’s OK.”

The CFP Board is compensation neutral, but it is only because of how they are paid.

When a 529 plan is set up, there are two important people associated with the account. The first is the account owner. The second is the beneficiary. Both can be changed.

This simple example demonstrates the importance of expense ratio.

Roth IRAs have one weakness, but the remedy is to have opened and funded your Roth more than 5 years ago. So do it today!

Biden’s state of the union address makes clear who he wants to tax.

With many of us saddled in student loan debt well into our late thirties, our retirement cannot wait for us to be debt free. This 2016 rewrite of a 2007 article teaches you how to get started with savings while repaying your loans.

We recently had a client fall prey to a sophisticated Schwab Bank scam. They gave us permission to share this fraud story with you to hopefully prevent others from being scammed.

Alas, there is only one thing we can do to help dictate which kind of tax system we face and that is vote.

For our standard gone-fishing portfolio, we made two changes.

This gone-fishing portfolio is our default portfolio which can be used at any custodian.