The New Stretch IRA
Is the Stretch IRA really dead? No, it isn't gone -- it's just different. Here's how the New Stretch IRA works and how you can take advantage of it.
There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it’s key to know which approach to take and why you’re picking that option.
Is the Stretch IRA really dead? No, it isn't gone -- it's just different. Here's how the New Stretch IRA works and how you can take advantage of it.
Real estate doesn't need to follow the 1% rule to provide an acceptable investment return. Discussing exceptions and a word of caution.
Here's an update on how my various real estate holdings looked mid-Coronavirus pandemic.
What questions should you ask to determine the best state to invest in real estate? Also talking mortgage forbearance, multiple 401(k) rules, PAYE vs REPAYE, mega backdoor Roth contributions, and lots more.
Should you follow Dave Ramsey's recommended asset allocation for your portfolio? Maybe. We'll have to decipher it first.
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I can talk until I'm blue in the face about how to build a portfolio, but maybe it is easier to just show you.
Build a portfolio of low-cost stock and bond index funds and hold for years. It's boring as paint drying but there's no better way to invest.
Vanguard is the only mutually-owned mutual fund company. That means low costs, high returns, and no BS. That's why Vanguard is my default option.
If you want to tilt your portfolio to small-cap value, now is the time to implement that strategy. Know the risks and realize it's a life-long commitment.
Our diversified portfolio has once more protected us from risks that we couldn't necessarily foresee. Learn how diversification can safeguard you too.
Understand WHY people bail out in bear markets, how to survive this CoronaBear, and how to prepare yourself for future bear markets.
Having an action plan to survive a bear market is critical. Going over an important list of things to do and not do in a bear market in this episode.
Every investor needs a written Investment Policy Statement. Here are a few pieces out of mine and ideas for what you ought to consider including in yours.
Does your investing plan include how and when to rebalance your portfolio? Consider the 5/25 rule as part of your risk management strategy.
Want to know what I'm doing in this market downturn? Same thing I've been doing for the last nine years! Earning, saving, investing, spending and giving.
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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