We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
How to Fund an HSA with Fidelity
on August 11, 2023
with No Comments
There are two ways to make a contribution to a Fidelity HSA. Here is how to do them both.
#TBT Don’t Delay Roth Conversions
on August 10, 2023
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Waiting just one year means that you lose a portion of the growth in your traditional IRA to income taxes later.
How to Prepare Your Investments for World War 3
on August 8, 2023
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These strategies are strong in both good times and bad.
Johnson and Johnson Corporate Offer (August 2023)
on August 4, 2023
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We recommend ignoring this offer if you want more Health Care and taking this offer if you want more Consumer Staples.
#TBT Should I Wait Until After The End Of The World To Start Investing?
on August 3, 2023
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Instead of waiting, remember that the greatest buying opportunity of your life is always right now.
Adding an Ex-China Fund to Our Emerging Market Strategy (July 2023)
on August 1, 2023
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If China booms, it may be a mistake that we reduced the allocation. If China undergoes investment controls, it may be a mistake that we kept China at all.
Executive Summary of the Possible Taiwan Conflict (June 2023)
on July 31, 2023
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This article is a curated list of recent news about Taiwan.
#TBT The Minimalist Budget
on July 27, 2023
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If you want to be really minimalist about your budgeting, here’s what we suggest: the 65-25-10 rule.
How to Use Medicare IRMAA Life-Changing Event Form SSA-44 To Save Money
on July 25, 2023
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If the form is accepted, the Social Security Administration will generally not only change your current IRMAA, but they will also use your Projected MAGI for the next several years. Here’s why.
Q&A: Which Self-Employed Retirement Plan Should I Open?
on July 24, 2023
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Here are some of the pros and cons of specific SEP IRA and individual 401(k) retirement account options available.
#TBT Should I Buy Commercial Real Estate?
on July 20, 2023
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This article gives you the formula to decide how much to offer or if the property is a good deal.
Inherited RMD Update: IRS Waives 2023 Penalties and Delays to 2024
on July 18, 2023
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This notice did not offer the final guidance we were hoping for, but rather continued to push the decision further down the road.
Freedom Investing in Review (June 2023)
on July 17, 2023
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This quarter, we saw that in 1-year returns ending June 30, 2023, Developed Freedom Investing had a -3.68% disadvantage, Emerging Market Freedom Investing had a +4.15% advantage, and Overall Freedom Investing had a -0.61% disadvantage.
#TBT Seven Elder Abuse Scams and How to Protect Yourself
on July 13, 2023
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About 4% of elders falling victim to fraud with estimates that over $2.9 billion is lost to elder abuse every year. Being aware of the scams helps to protect yourself.
No Tax Benefit to Gifting Capital Losses
on July 11, 2023
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Gifting depreciated stock is more complex and never to anyone’s advantage.