“I Wouldn’t Know Where to Start” – 16 Questions to Ask A Financial Advisor
True story. I taught finance to school teachers last week. And one of their questions was so good, I had to write this article in response.
The Best Interest » Investing & Retirement »
Investing & Retirement
Should you be hand-picking stocks? Timing the market? Or taking the “lazy portfolio” way out?
Investing and Retirement are complicated and consequential topics. The articles below address these complex ideas.
I hope you enjoy them! And let me know what other questions you’d like me to dig into.
Accounting for Inflation in Retirement and FIRE Planning
Let’s discuss the proper way to account for inflation in retirement and FIRE planning. I lurk in some online personal finance forums, and what I… Read More »Accounting for Inflation in Retirement and FIRE Planning
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 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?