Getting a Financial Plan in Place

Along with financial planner SC Gutierrez, answering reader questions about the benefits of the new SAVE student loan program, the importance of a written financial plan, and using HSAs as retirement accounts.

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What Is the 4% Rule?

Answering reader questions about the 4% rule and pensions, whether you should pay down your mortgage or invest, and how much you can use long-term capital losses to offset short-term capital gains.

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