Are you thinking about refinancing your mortgage? You probably should as interest rates have never been this low. If so, consider these 6 questions:
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 […]
Clients and students may know that I’ve strongly advocated use of Vanguard mutual funds, particularly given their low cost and broad selection of index fund options.
Consumer banking is a commodity service with little that distinguishes one from another. They all have FDIC insurance, ATMs, online bill payment, etc.
If you’re of a certain age (60s+) and income (higher), you may be aware of Medicare’s Income-Related Monthly Adjustment Amount (IRMAA); more likely, you don’t know what […]
Socially responsible investing is a great idea in theory but difficult in practice. I’ll explain why.
My clients and students demonstrate a range of personal finance behaviors – from stellar, to clever, to needs improvement. Here’s my list of DOs and DON’Ts to […]
What is the most tax-efficient way to save money? A good guess would be a Roth IRA. That’s hard to beat, but if you qualify, a Health […]
Have you been granted employee stock options from your company or are you just curious about how they work? If so, here’s a simple guide.
Financial advisors don’t work for free and their compensation model is cleverly designed for their benefit, rather than yours.
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