Winning the Game: Retiring at 57 with $4.2M
I want to share a fantastic Q&A from this past week. A reader, “Vince,” wrote in and said: Hi Jesse. I just reread your best… Read More »Winning the Game: Retiring at 57 with $4.2M
The Best Interest »
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Conducting a Year-End Financial Review and Setting 2024 Goals
You made it! The sun is setting on 2023 and dawning on 2024. Among other personal reviews, the changing of years is the perfect time… Read More »Conducting a Year-End Financial Review and Setting 2024 Goals
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
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?