Articles

Nice is different from good. You want a good financial planner not just a nice one.

One of the most common socialist assumptions is that it is possible to perfect society.

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.

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.

Understanding the most powerful sales techniques doesn’t change the fact that they tend to work.

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.

To avoid a higher trading fee at Schwab, it is in your best interest to turn on paperless delivery for everything that you can.

How to measure the rebalancing bonus and the benefits of staying invested after a market drop.

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?

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?

The first step to answering this question is to check that the school you want to attend is an eligible educational institution.

Be on your guard to avoid wasting money following the advice of an article written to maximize revenue.

Luckily, you can update your address online. Unfortunately, it is not as straightforward as the average investor suspects it will be.

The process of correcting cost basis problems, although time consuming, is worthwhile.

With these moderate interest rates, the only clearly wrong decision in my view is buying a car on loan because you cannot afford it outright.