The Best of The Best Interest in 2023
If you’re looking for holiday reading or listening, look no further. Follow me as I break down: **Now called Personal Finance for Long-Term Investors The… Read More »The Best of The Best Interest in 2023
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The Important Details Behind 529-to-Roth Conversions
The SECURE 2.0 Act, passed in 2022, featured many new tax and investing rules. Perhaps the most publicized change is that people can convert 529… Read More »The Important Details Behind 529-to-Roth Conversions
What Investments Actually Beat Inflation Since 2020?
Reader Michael wrote in and asked: At the beginning of inflation/rate hike cycle, everything I read said invest in stocks and real estate (and TIPS)… Read More »What Investments Actually Beat Inflation Since 2020?
Is Tax-Loss Harvesting Worthwhile?
It’s that time of year again. December is the final call for (most) annual tax issues, and the topic of tax-loss harvesting rears its head**.… Read More »Is Tax-Loss Harvesting Worthwhile?
The Answers are Here, But…
I heard a fantastic quote this week, ascribed to sci-fi writer William Gibson: “The future is already here. It’s just not evenly distributed yet.” William… Read More »The Answers are Here, But…
How to Become a Millionaire in the Stock Market
Let’s chat about the stock market. Specifically, let’s think about average investors like me and you. And let’s ask: how much money do we need… Read More »How to Become a Millionaire in the Stock Market