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Learn about how to budget for emergencies through Megan’s story of getting punched in the face.

Without rebalancing, the all-stock Marotta 2025 Gone-Fishing Portfolio had a 1-year return of 20.19% and the all-stock Marotta 2025 Vanguard Gone-Fishing Portfolio had a 1-year return of 20.74%.

This 2008 article has wisdom for our current downturn, “As a response to the recent market correction, you can enrich your life in three healthy ways: Cut back your spending, increase your savings, and give more generously to charities of your choice.”

This quarter, we saw that in 1-year returns ending March 31, 2026, Developed Freedom Investing had a -3.2% disadvantage, Emerging Market Freedom Investing had a +10.93% advantage, and Overall Freedom Investing had a +2.04% advantage.

The average worker will have a dozen employers and work at each job for less than four years. Your career is now your responsibility, and so is your retirement plan. Allow this 2010 article to be your lifetime Human Resources Department guide to being financially prepared.

This 2008 article reminds us that anyone who spends more than 4% of their rebate will actually lose ground saving toward their retirement.

This article contains some of the most relevant 2026 federal income tax bracket figures.

The 25 lines are so simplified, they end up being difficult to follow what exactly they do. So, for those of you who are curious, here’s what they do.

The first quarter of 2026, as experienced through the lens of the media, was a volatile quarter full of war, inflation, job loss, and dropping stock values, especially of the biggest technology stocks. The same quarter, as experienced through the lens of historical stock returns, was relatively calm.

Form ADJ of the 760 lines 8a – 8c are where you report miscellaneous deductions.

A terrible reason to invest in something is because you have less information about its value.

Don’t let stress about tax filing requirements keep you or your child from a powerful opportunity to provide for their future.

A Pledged Asset Line of Credit (PAL) is a line of credit that allows you to borrow against the non-retirement assets in your portfolio without having to liquidate your investments.

In retrospect, it is clear that it was a good time to rebalance your portfolio, selling some of the bonds that you were so glad you had and buying more of the very stocks you were so worried about.

For long-term portfolio design, valuation matters more than yield.