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Our Articles

How to Respond to Tender Offers (Warner Bros Example)
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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
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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
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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
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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.

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