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Beware Sloppy Retirement Advice
on October 15, 2019
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There are at least seven major mistakes in this advice by Wells Fargo Asset Management.
Children Will Listen (Financial Lessons from Into the Woods)
on October 14, 2019
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Your child may be in the thick of feeling out a boundary line by testing all your limits, but it pays off to be patient and trust that they will learn and they will listen.
Looking Backward on Socialism: Fulfilled By Different Countries
on October 11, 2019
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Edward Bellamy’s novel “Looking Backward” moved hearts and minds, ultimately moving nations and history.
The Uncommon Average of Investment Returns
on October 8, 2019
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The markets are inherently volatile, but they have also been inherently profitable. Setting your expectations accurately can help you stay invested long enough to overlook disappointing results and experience the long-term growth you are seeking.
Nice is Different Than Good (Financial Lessons from Into the Woods)
on October 7, 2019
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Nice is different from good. You want a good financial planner not just a nice one.
Looking Backward On Socialism: A Radical Denial Of Human Nature
on October 4, 2019
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One of the most common socialist assumptions is that it is possible to perfect society.
Retirement Wisdom (The Series)
on October 3, 2019
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In 2004, David Marotta wrote a seven part series originally titled “Retirement Wisdom.” The series explained the the seven principles to reaching your retirement goals.
In Which Investment Vehicle Should I Stage My Spending Money?
on October 1, 2019
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Your asset allocation matters to maintaining a balance in retirement of having money for the next 5 to 7 years and keeping up with inflation for time periods of 8 years or longer.
Spam Analysis: The “Protect Your Income” Pitch of Immediate Annuities
on September 30, 2019
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Understanding the most powerful sales techniques doesn’t change the fact that they tend to work.
Do You Know What You Wish? (Financial Lessons from Into the Woods)
on September 27, 2019
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Knowing what you want is important to directing the course of your life. To have a better life, you need to have a purpose for both you and your money.
How to Switch to Paperless Delivery at Schwab
on September 26, 2019
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To avoid a higher trading fee at Schwab, it is in your best interest to turn on paperless delivery for everything that you can.
AAII’s Charles Rotblut on Rebalancing
on September 24, 2019
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How to measure the rebalancing bonus and the benefits of staying invested after a market drop.
Q&A: Can I Reimburse More Than My Actual Room and Board Expenses From My 529 Plan?
on September 23, 2019
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Every school sets a budget or allowance for room and board, referred to as the cost of attendance. Are you allowed to reimburse yourself for the entire amount of Room and Board even if you did not spend that much?
Avoid the Christian Financial Planners Directory
on September 19, 2019
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I cannot imagine any consumer who, if they understood how such a select list of advisers was actually compiled, would use this list. Why limit yourself only to firms willing to pay a referral service to endorse them?
Q&A: How Do I Use a 529 to Reimburse for Housing at a School Abroad?
on September 17, 2019
with No Comments
The first step to answering this question is to check that the school you want to attend is an eligible educational institution.