SEP or Roth IRA?

May 27, 2019 by

Are you self-employed (a freelancer)? Then you may be able to build a retirement fund far faster contributing to a SEP IRA instead of to a Roth IRA.

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How to Tap IRAs Early

May 20, 2019 by

You’re years from that magical age 59-1/2 when the IRS would stop penalizing you 10% for an early withdrawal, but you’re itching to get at your IRA nest egg. There’s an option you may not know about: Substantially Equal Periodic Payments.

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Pay Off Debt or Invest?

May 13, 2019 by

“The numbers” would seem to argue for investing instead of pre-paying low-interest debt. But most anyone who’s debt-free will tell you that there’s a lot more to the story.

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It’s Not About the Latte

Mar 30, 2019 by

Do these 5 crucial steps to build your nest egg and drink all the lattes you want.

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Should Humans Buy & Hold?

Feb 25, 2019 by

Can an investment strategy work in practice that requires regular decision-making and market assessments from an inescapably emotion-laden human with his or her own money at stake?

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Get These 3 Things Right

Nov 19, 2018 by

Saving enough for a comfortable, secure retirement isn’t complicated. Follow these three guidelines, and you can’t miss. And your little man/woman will be happy. 🙂

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Dividend Portfolio Update

Nov 7, 2017 by

I’ve built a portfolio of relatively low-risk, high-dividend stocks that now generates enough cash to cover roughly one-third of our living expenses. That feels good.

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Are Rising Rates Good?

Sep 20, 2017 by

Rising interest rates generally reward savers and punish borrowers. But there are other, less obvious benefits. Guest post from Patty Moore of Working Mother Life!

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Why the Trump Bump?

Dec 27, 2016 by

The S&P 500 is up 5.8% since U.S. Election Day. Do investors love Trump so much, or might the reasons for the stock price run-up be a bit more complex?

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Bonds’ Trump Thump

Nov 21, 2016 by

Bonds lost over $1 trillion in value on November 9-10. How has Trump’s surprise victory affected your investments?

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