A financial life: Jack and Diane enjoy retirement 
College savings for the holidays 
Why I’m considering financial advice 
The Social Security timing debate 
Trump says he ‘prepaid’ his taxes. So do millions of other Americans In my previous post, I asked how Jack and Diane should treat the money in… The case for a new tradition I still remember the new bike I got for… I’ve been a do-it-yourselfer my entire investing career, adhering to Vanguard’s simple and smart Principles… Editor’s note: A version of this post previously ran in May 2018. We believe it’s… Trump says he ‘prepaid’ his taxes. So do millions of other Americans Search quotes, news… Vanguard has been talking about uncertainty for some time now. In fact, it was the… Long-term unemployment is increasing as relief is running out Search quotes, news & videos click… As always, even absent global crises such as the coronavirus, we have to balance what… A new, short-term reality Financial markets clearly are reflecting our new reality, recognizing that the… Bond ETFs are an important source of liquidity Along with heightened market volatility in the… Volatility measures change Stock market volatility tells us how often (and by how much) stock… Feeling altruistic? This tax play can keep Medicare premiums in check Search quotes, news &… The stomach-churning ups and downs of the global financial markets coupled with unprecedented economic uncertainty… 1. Skip RMDs for 2020 As a wealth planner, I’m sensitive to how investors react… What did Congress pass? The Coronavirus Aid, Relief, and Economic Security (CARES) Act signed into… My 3-part strategy First, I’m investing in a 529 plan because it’s aligned to my… Step #1: Gauge glide paths When researching TDFs, you’ll inevitably encounter the term “glide path.”… 1. Start now (if you can) The current economy has put many people in a… Since its first introduction in 1994 (see below), the 4% rule—which I prefer to think…
A financial life: Jack and Diane enjoy retirement
College savings for the holidays
Why I’m considering financial advice
The Social Security timing debate
Trump says he ‘prepaid’ his taxes. So do millions of other Americans
Coronavirus, uncertainty, and the markets
Long-term unemployment is increasing as relief is running out
Working through coronavirus uncertainty | Vanguard
Perspective in a challenging time
Bond ETF discounts during recent volatility
Tips on coping with market volatility
Feeling altruistic? This tax play can keep Medicare premiums in check
Vanguard weather | Vanguard
3 tax tips to consider in the current market
How to spend your stimulus check
Thoughts from a mom investing for college
6 steps to selecting a target-date fund
3 keys to building an emergency fund
The 4% budget: Why spending flexibility is more important than withdrawal rate in retirement
Posted in Personal Investing
Tagged increasing, longterm, relief, running, unemployment
Leave a comment
Posted in Personal Investing
Tagged altruistic, Check, feeling, Medicare, play, premiums, tax
Leave a comment
Posted in Personal Investing
Tagged budget, flexibility, important, rate, retirement, spending, withdrawal
Leave a comment