In the midst of COVID-19 craziness, interest rates on bonds are at all-time lows across the world. This is not good news if you rely on the […]
In this post-Coronavirus new normal in which we find ourselves, many of us are thinking about how to reduce our spending. Creating and using a budget is […]
After the stock market turbulence of 2020, it’s understandable to ask if now is a good time to panic, but there’s no wholly satisfying answer. I don’t […]
Not all 401K plans are created equally. To assess your employer’s plan, consider these four dimensions: 1. What are the investment options? For most people, the best […]
When romance merges with finance, there can be a lot to discuss. I suggest you align on various financial issues before they create misunderstandings or resentment.
How much should you save for retirement? This is the most frequent question I’m asked by my clients. To answer, I’ll go through the following three questions:
Have you’ve been thinking, “Jeez, I really wish I knew what an ETF was.” Are you wondering if you should be investing in them instead of mutual […]
Adjusted gross income (AGI) is an important number to understand on your tax return. Why? Your eligibility, cost, or subsidy for many programs is determined by it.
You may have heard that Congress recently passed the SECURE Act which makes some changes to retirement accounts. More likely, you have no idea what I’m talking […]
Stocks and bonds generated near-record returns in 2019 — 31% for US stocks and 21% for long-term bonds. If your IRA or 401K was not up a […]
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