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Punishing people for inflation is neither fair nor good economic policy.

In the eyes of the IRS, Roth conversions are a type of rollover and their part in your Roth IRA’s contribution basis is called a rollover contribution.

Just as a fake smile can make real happiness, fake happiness can create real enjoyment.

This was part of an intentional anti-ad campaign that my mother instituted to inoculate her children against the power of Madison Avenue.

Knowledge and emotion can play off each other in ways that cause investing mistakes.

I recommend the NAPFA search tool and suggest you avoid the CFP Board’s search tool until they change how they do their searches.

I think of these four lessons when I refill my soap dispenser.

Safeguard #9 is simply a good reminder.

Investors greatly underestimate the danger of inflation.

Imagine how much you could save if you could cut all your expenses in half!

I would recommend that you strive to pay your children $0 in non-cash compensation. Let them purchase their own rewards.

We would suggest not listening to Dent’s commentary or investing in his fund.

This 2015 article reminds us how unspoken expectations can cause relational strife but a written contract can protect the relationship.

All of these factors contribute to the low inclusion of people of color among those holding the CFP® certification.

Recently, I signed up for the Bank of America Customized Cash Rewards credit card offering a $200 online cash rewards bonus and 3% cash back in the category of your choice.