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I normally try to refrain from “bashing the competition,” but in this case, the competition’s practices are, at least to me, a moral issue.

Find out today how much you should be saving and investing this month! If you think a $1 million dollar portfolio is overkill, you haven’t really run the numbers.

A few years ago, there was a great rise of so-called robo-advisers, computer programming that enabled setting a simple asset allocation on the security level and then automatic rebalancing to those targets for each security.

You are unlikely to need funds for any long-term care episode until about age 85. Given the long time horizon, we suggest investing your HSA for appreciation.

This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds with the exception of Vanguard Energy ETF (VDE).

When you use a bond laddering strategy with funds, rebalancing to your asset allocation naturally buys and sells bond funds as appropriate.

David John Marotta was interviewed on radio’s The Schilling Show discussing Health Savings Accounts and the recent Healthcare bill passed by Congress.

Don Phillips suggests that the best advisors help their clients focus on what can be controlled and not fret about the rest.

You would think that rebalancing a client’s portfolio would be standard in the industry. Unfortunately, it is not.

The 27 lines, because they are so simplified, end up being difficult to follow what exactly they do. So, for those of you who are curious, here’s what they do.

Sadly, we have to say no. Even though we won’t be your executor, we are still here to help your executor, trustee, and loved ones through the estate maintenance and settlement process.

A dollar saved on taxes is worth more than an extra dollar of income because the extra dollar of income is in itself taxable.

Exact asset location depends on the percentage of a portfolio held in each of the three types of accounts as well as the percentage of the portfolio which is to be allocated to each selected sector. But the boost in after-tax returns is well worth the effort.

We do not believe that investing should be expensive.

Many executors, trustees, or even estate plans make careless mistakes which end up in Roth IRAs being distributed too quickly. Here’s a list of ways to prevent your estate plan from ruining your Roth.