Articles

Seriously, open and fund your Roth IRA now. You’ll regret it later if you don’t get started now.

Here are the numbers for how much you can save in retirement accounts and Health Savings Accounts in 2018.

Albemarle Insurance Agency’s hiring solicitation shows the difference between insurance salesmen and fee-only fiduciary advisors.

My best case for SRI is a personal story of lace, oil paintings, tobacco, and Ray Stedman.

Charles Dickens’s A Christmas Carol is one of the best stories for talking about economics.

In 2015, Congress passed the PATCH Act that included a provision which allowed computer purchases to be a qualified education expense for 529 plans. But what of computer repairs?

The Tax Cuts and Jobs Act came out of conference, which means that the House and Senate bills have been reconciled into one piece of legislation.

Under weighting Canada could have the effect of diminishing your returns. If your fund under weights Canada, consider switching to a lower cost fund which properly represents it.

As the proud mother of a one-year old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.

“When Congress acts, whatever it is called it will do the exact opposite. So the Affordable Care Act will make plans not affordable.”

“Once the incision is made, there is no turning back. And without a clear understanding of economics, our experimental treatment may kill Uncle Sam.” It’s too bad Congress didn’t take this 2009 article’s advice yet.

While this may seem complex, don’t let it deter you from using a 529 account to the fullest extent possible.

It looks like something from this proposal will become law. Right now, the bill is in committee where the differences are being resolved.

Putting money in your Roth without delay is valuable.

One unsettled issue is the fate of Alternative Minimum Tax (AMT).