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#BestOf2025 How to Have an HSA at Fidelity
on January 15, 2026
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Fidelity is now our primary recommendation for an HSA custodian, so we’ve started a series on how to accomplish tasks at Fidelity.
Year of Death RMD: Immediate Required Minimum Distribution Rules for Heirs
on January 13, 2026
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Because of how beneficiary designations and RMD tax requirements play off of one another, there are some odd realities for this odd distribution requirement.
#BestOf2025 The Right Day to Distribute Your RMD Monthly
on January 8, 2026
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If you want to take our word for it, you can schedule your monthly RMD for the 8th. If you are curious as to the calendar math that suggests this date, read on.
Virtual Class: Success and Significance in Retirement (OLLI 2026)
on January 6, 2026
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The class will be held virtually on Zoom from noon to 1:30 PM EST on the four Thursdays between February 12 and March 5, 2026. We hope to see you in class!
#TBT Financial Help for the New Year
on January 1, 2026
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A 2007 article that stands the test of time. This is the year you should keep your financial resolutions. Getting help from an objective advisor can provide both a powerful catalyst for action and real peace of mind.
How to Read Your Schwab Trade Confirmation Summary
on December 30, 2025
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Depending on your delivery preferences, you may receive these trading notifications physically in the mail, in plaintext in your email, or in summary in your email and in full online only after you login to Schwab.
#TBT Marotta on A Christmas Carol
on December 25, 2025
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Charles Dickens’s A Christmas Carol is one of the best stories for talking about economics. This 2003 – 2012 series uses the classic tale to illustrate different financial personalities, principles, and philosophies.
How to Respond to Tender Offers (Warner Bros Example)
on December 19, 2025
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With a tender offer someone is making an offer to purchase your stock, and as a rule of thumb, you should ignore the offer.
#TBT A Wealth of Satisfaction
on December 18, 2025
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This 2011 article reminds us that there will never be another you in the history of the universe. Sometimes that is just the reminder we need.
Using a Schwab Bank Account to Stay More Fully Invested
on December 16, 2025
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Schwab’s free overdraft protection means that your Schwab Bank account serves like a pass-through account.
#TBT Five Ways to Thrift Your Empty Gearharts Chocolates Box
on December 11, 2025
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Hopefully, some of these ideas inspire you to reuse various treasures you didn’t know you had.
#TBT Don’t Eat Yourself Out of Financial Security
on December 4, 2025
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The worst financial problems stem from trying to live a champagne and caviar lifestyle on a beer and chips budget.
Vanguard 2025-2026 Vote: Diversified or Non-Diversified ETF?
on December 2, 2025
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We aren’t worried either way. By default, we recommend that shareholders skip voting in this election.
#TBT How Not to Go Broke at Thanksgiving
on November 27, 2025
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As the season of holiday shopping approaches, this 2018 article reminds us, “Before you throw your money at various companies, squirrel some savings away for your future self.”
2026 Contribution Limits
on November 25, 2025
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Even though it doesn’t feel like it sometimes, contribution limits are indexed to inflation.