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Our Articles

#TBT Five Ways to Thrift Your Empty Gearharts Chocolates Box
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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
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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?
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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
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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
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Even though it doesn’t feel like it sometimes, contribution limits are indexed to inflation.

#TBT Be Wary Of Sponsored Content
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As advertisers have found it harder and harder to reach consumers, they are continually seeking ways to gain your attention.

What Happens When You Don’t Pay Off Your Credit Card?
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Credit card debt is terrible, but credit card companies make it easy to incur credit card debt.

#TBT No One Tells the IRS You Did a QCD Except You
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Be sure to remember to tell your tax preparer that you did a QCD.

How to Contribute to a 529 Account on AmericanFunds.com
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There are four main ways you can contribute to a 529 account through American Funds.

#TBT When Partial-Year HSA Contribution Limits Don’t Apply
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If you have recently lost your health insurance or recently signed up for a new one, you may want to watch out for these rules.

Can I Use a 60-Day Rollover?
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You are permitted one 60-day rollover per 12-month period and if you are successful it would not be a taxable event, but I would advise against using this feature.

#TBT Before You Get Out Of The Stock Market, Read This
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When you get out of the markets, you have made a huge gamble with your retirement money, and now the stakes are high.

Freedom Investing in Review (September 2025)
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This quarter, we saw that in 1-year returns ending September 30, 2025, Developed Freedom Investing had a -3.02% disadvantage, Emerging Market Freedom Investing had a -0.55% disadvantage, and Overall Freedom Investing had a -1.79% disadvantage.

#TBT Don’t Let Politics Make You Afraid of Investing
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Don’t let your political emotions cause you to be fearful about the economy. Those misplaced fears may impoverish your financial well-being.

#TBT Donald Mortlock
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If you ever wondered how the stock market works, this 2006 article is for you. It is both the personal story of David Marotta’s maternal grandfather, Donald Mortlock, and an explanation of how the market of the stock market is made.

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