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Virtual Class: Success and Significance in Retirement (OLLI 2026)
on January 6, 2026 with No Comments
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 with No Comments
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 with No Comments
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 with No Comments
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 with No Comments
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 with No Comments
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 with No Comments
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 with No Comments
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 with No Comments
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 with No Comments
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 with No Comments
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 with No Comments
Even though it doesn’t feel like it sometimes, contribution limits are indexed to inflation.
#TBT Be Wary Of Sponsored Content
on November 20, 2025 with No Comments
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?
on November 18, 2025 with No Comments
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
on November 13, 2025 with No Comments
Be sure to remember to tell your tax preparer that you did a QCD.