You want to donate some money to charity? I’ll suggest the most tax-efficient and flexible way to do so.
You want to donate some money to charity? I’ll suggest the most tax-efficient and flexible way to do so.
Bonds don’t offer much of a return these days. And, their “real return” (i.e., net of inflation) is negative. That doesn’t sound like a great deal. Should they be […]
You’ve made it to retirement and are now drawing down your savings after a lifetime of building them up. As you begin to use these funds, you […]
What should you expect for future investment returns? If you knew, it would greatly simplify your retirement planning. Unfortunately, when it comes to the future, there’s no […]
The news that Trump pays no federal income tax will surprise no one. Absent tax fraud, I don’t know any way to cut your taxes as low […]
Do you own some stocks and bonds in your portfolio? Regular readers may know that I discourage investing in individual stocks and bonds as the lack of diversification […]
A couple of months ago, I weighed in the GameStop controversy that was all the rage that week. Briefly, a down and out retailer of video games […]
2020 was insane. The US election was surreal, the COVID pandemic raged out of control, and the stock market rose 21%. (On average, stocks go up 10% […]
This is the most frequent question that I’m asked — why is the stock market so damn high* while the economy is in a deep recession with […]
I’m often asked if you should have your mortgage paid off when you enter retirement? The short answer is, in most circumstances, yes.
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