Can You Stump the Chump, aka Jim? Plus, a Day in My Life as I Answer Questions
We're going back to my email inbox for a discussion of a potpourri of financial topics. I'll answer questions as I do my shoulder workout.
We're going back to my email inbox for a discussion of a potpourri of financial topics. I'll answer questions as I do my shoulder workout.
Answering reader questions about high-yield savings accounts, whether you should start a 529 if you are going to be an older parent when your kid goes to college, and if you should raid your taxable account to pay cash for a new house and avoid a high interest rate.
If you’re one of those who needs to loosen the purse strings a bit, this post is for you. Here are some tips for how to spend your money.
There's not a clear answer for how much you should save to pay for your kids' college education. But here's how to take an educated guess.
Most people invest in their children's 529 accounts way too conservatively. You can take a lot more risk than you might have imagined.
For months, people have been talking about the new option of rolling over an overfunded 529 into a Roth IRA. But is it worth doing?
My children will get the most valuable part of their inheritance long before I die. Here's all that makes up their five-part inheritance.
Answering reader questions about how to pay for your children's college, including how much you should put in your 529, how much you can gift to them, and what to do if you don't trust their financial decisions.
Learn how 529 to Roth IRA rollovers work and understand the restrictions to ensure that your rollover isn’t subject to taxes and penalties.
Answering questions about 529s, the Secure Act 2.0, which funds to choose for your kid's Roth IRA, the best way to hire your children, and how much to spend on an engagement ring.
Answering reader questions about deducting your home office, improving your high-fee 401(k) plan, and funding your Backdoor Roth IRA through a taxable brokerage account.
Q&A on 529s, dependent care FSAs, what to do when you can't live like a resident, custodial roth accounts for your kids, and the importance of getting your spouse involved in your financial plan.
We're working to pay off our student loan debt. With our kids' 529s, we want to make sure they don't find themselves in the same situation.
Answering reader questions about charitable giving and the fees it incurs, asset allocation inside a donor advised fund, and whether captive insurance could be considered tax evasion.
Answering reader questions on using 529s for K-12 education, interest from I Bonds, timing your ETF transactions, and why TIPS aren't doing great.