The COVID case count has been growing exponentially in recent weeks. Are you unclear on what that means or do you cringe at the memory of old […]
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The Perils of Student Loan Debt
Borrowing too much money to pay for college can get you into lifelong financial trouble.* Don’t do it. This simple command is true for both parents and students. […]
The Masters of the Universe
The big tech companies that now run our lives were all initially funded with venture capital — Amazon, Apple, Facebook, Google, Microsoft, Netflix, and many others.
Are Robo-Advisors Worth It?
Robo-advisors are a recent innovation in the fintech industry. The two best known companies are Wealthfront and Betterment, although Schwab, Vanguard, and others are moving into this […]
Should you invest using dollar cost averaging?
I’m frequently asked if you should invest all your money now or do it slowly over a period of time?
Evaluating Your Financial Advisor
Do you have a financial advisor? If so, how do you know if s/he is serving you well? As with any professional expertise you lack, it’s not […]
Mortgage Refinancing 101
Are you thinking about refinancing your mortgage? You probably should as interest rates have never been this low. If so, consider these 6 questions:
Vanguard versus Fidelity
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.
Which bank to use?
Consumer banking is a commodity service with little that distinguishes one from another. They all have FDIC insurance, ATMs, online bill payment, etc.
Hurricane IRMAA
If you’re of a certain age (65+) and income (higher), you may be aware of Medicare’s Income-Related Monthly Adjustment Amount (IRMAA); more likely, you don’t know what […]
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