New Online Course! Continuing Financial Education 2020
Introducing our new CME eligible course! Containing 34+ hrs of high-impact financial and wellness training from our favorite experts.
Introducing our new CME eligible course! Containing 34+ hrs of high-impact financial and wellness training from our favorite experts.
A good investment portfolio is broadly diversified, low-cost, passively managed, regularly rebalanced, and consistent with its owner's need, ability, and desire to take risk.
This popular series explains what whole life insurance is and the various methods salesmen use to sell it to you (usually inappropriately). Be forearmed!
Let the government share in your investment losses. Here is a step-by-step guide to tax-loss harvesting so you can take advantage of market downturns.
While every bear market is unique, those of us who were investing in 2008 have seen this movie before. Proper behavior during these trying times, however, is essential to your long term success.
Not sure which types of retirement accounts you should use? Here's all the information together in one place so you can get a grip on your retirement plan.
Wondering why you're no good at stock picking? The odds are stacked dramatically against you. Do yourself a favor and don't play this loser's game.
Yes, the rich do take advantage of their knowledge of the tax code to pay less in taxes. But six of their seven techniques are available to everyone.
HSAs have superior tax protection features compared to any other investing account. If you're using an HDHP be sure to make an HSA a priority each year.
When will you know if you are competent enough to manage your own personal finances? Here are 10 ways to determine if you are ready to be a DIY investor.
This Backdoor Roth IRA tutorial takes you step by step through the contribution process including how to fill out IRS Form 8606. We'll show you how to get it done right and avoid mistakes that can cost you time and money.
Today I'm mad. I'm mad at doctors who are OK with carrying huge debt and don't feel the urgency to pay it off. Get as mad at debt as I am! Do the math, make a plan, and get the life you want.
I thought the Backdoor Roth IRA was so simple nobody would screw it up. Boy was I wrong.
Too many investors have never taken Investing 101. Here's your chance. Learn it from me or learn it in the school of hard knocks, but you will learn it.
Most of my portfolio is invested in index funds. I hope that's not news to you. Here are the reasons why.
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