Leaving a Bad Financial Advisor
Answering reader questions about how to leave a bad financial advisor, where to put money in the short term, and the importance of spending instead of always just saving.
Answering reader questions about how to leave a bad financial advisor, where to put money in the short term, and the importance of spending instead of always just saving.
Let's try to answer the age-old question: Should you lump-sum invest at the beginning of each year, or should you dollar cost average?
Have fun, be in control of your finances, and save a ton of money being a DIY investor. With the right tools and knowledge, you can do this!
Market conditions shift all the time. But should your investment portfolio follow suit? Here's what to think about before making big changes.
We’d been struggling with our finances over the past few years and thought that we had been budgeting. But actually, we’d just been tracking our expenses after the fact. That’s not how a budget works.
Answering listener questions about paying off debt vs. investing and the new tax bill in Congress. Also, an interview with The Peak Group's Joe Ollis to talk about a new REIT fund for the WCI community.
Physician on FIRE tests the hypothesis of holding international stocks in a taxable account vs a tax-advantaged account. Here are the results of his deep dive.
Retirement/Financial independence isn't an age, it's a number. Here’s what to focus on to ensure you’re working towards your goal and not against it.
A critical task for a diy investor is to implement your asset allocation across accounts. Here's a guide to build a spreadsheet for the job.
Help set and measure your goals by using the future value formula to calculate the value of an investment after years of compounding interest.
Roth Conversions aren't complicated. The decision about whether or not to do one and how much to convert absolutely can be. Here is a guide to help.
There are metrics to use in your financial life that allow you to “keep score” as you work toward your financial goals. Use these metrics once a year to compare your year to year performance.
Does it feel like you're fighting an uphill battle as you try to increase your sustainable standard of living? That's because you are.
How should you factor an inheritance into your retirement planning? It depends on the amount, when you'll get it, and likelihood of actually receiving it.
Being able to calculate your own return empowers you as an investor. Here's how you do it.