Valuing Social Security as an Asset in Your Retirement Plan
People make a huge mistake when they overlook the amazing value that Social Security plays in a long-term retirement plan.
The Best Interest » Archives for 2024 »
2024
50 Shades of Passive Investing
The problem I want to highlight today is the investor who thinks, “I’m all passive, therefore I’m all set.”
Financial Flexibility
My friend’s daughter (~21 years old) just bought her first car. It was a big financial move, and she had lots of options. For better… Read More »Financial Flexibility
Return on Sleeplessness
We’ve all heard the concept of “return on investment”. But what about “return on sleeplessness?”
You Can’t Control The Waves…
“You can’t control the waves, but you can learn to surf.” Investors needs to learn to “surf” whatever the market throws at them.
Dear Parents: Follow The 50/50 Rule for College Saving
After a few real-life conversations and my running the math, I’ve decided that a “50/50” rule for college saving achieves the best of both worlds.… Read More »Dear Parents: Follow The 50/50 Rule for College Saving