Newsletters
Real Estate and IRAs – Tips for Avoiding the Traps
Are you interested in investing in real estate through an IRA? If you decide to go down this route, here are some traps to avoid—plus several tips that’ll save you from having an uncomfortable discussion with the IRS.
Read MoreKonMari – Learning Financial Planning from Marie Kondo!
There is some brilliance in Marie Kondo’s method, and her approach can be applied to financial planning. Read on to find out how to “tidy up” your financial life.
Read MoreCommodity Investing – Why I Suggest Avoiding
A great rule to follow is this: if you don’t understand something, you should not get involved. For many, commodity investing is one such area. Read on to learn why I take this position.
Read MoreA Private Letter from the IRS – Leveraging the 401(k) Plan to Reduce Student Loan Debt
Did you know that you can get a “private letter” from the IRS that has good news? Read on to find out a bit more about “Private Letter Rulings” (PLRs) from the IRS—plus a surprising way one company is helping employees pay off their student loan debt!
Read MoreShould You Hire a Financial Planner?
If you are like a lot of folks, you would like to work with a financial advisor, but you are concerned about the cost. Further, you have heard the chatter in the popular press – to maximize your chances of success, keep your investment costs as low as possible. And that is great advice that…
Read MoreCosts Matter – Understanding ALL of the Costs
Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. Read on to learn about key cost areas that you need to consider when selecting investments to include in your portfolio.
Read MoreWhat Your Grandma Taught You About Investing
In this article we discuss your grandma’s life lessons and how her timeless wisdom can improve your approach to investing. Read more here.
Read MoreQuarterly Market Review – First Quarter 2024
Once per quarter, we roll up our sleeves & take a deeper dive into what’s happened in the stock market—our quarterly market review (January- March 2024).
Read MoreHow To Save Your Family $1,000s on Your Property Taxes
In life, only death & taxes are certain. While little can be done about the former, there are often ways to minimize the tax burden on your home. Read more here.
Read MoreWhy You Should Not Buy Stocks
No doubt there will be a few folks who read the above headline and immediately conclude that I have to be crazy. Bear with me as I make a case on why buying INDIVIDUAL stocks is normally not a good idea.
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