5 Ways To Start The New Year Right
Let old acquaintance be forgot, as a new year is …
5 Ways to Beat Your 2020 Financial Resolutions
A recent poll of 2,000 people revealed the top ten …
6 Point Guide to 2019 End of Year Retirement Contributions
Well it’s that time of year—I’m not talking about holiday …
6 Point Guide to 2019 End of Year Retirement Contributions Read More
Roth IRA Conversion – The Redhead Stepchild of Retirement Saving Strategies
I love Roth IRAs. In fact, with Halloween right around …
Roth IRA Conversion – The Redhead Stepchild of Retirement Saving Strategies Read More
Initial Public Offerings: What Investment Dreams are Made Of
Almost nothing generates more excitement and buzz on Wall Street …
Initial Public Offerings: What Investment Dreams are Made Of Read More
Financial Planning For Physicians
Healthcare professionals understand that the treatment programs they deliver are …
Deciphering the Alphabet Soup of Advisor Designations
If you’re searching for a financial advisor, you’ve likely noticed …
Deciphering the Alphabet Soup of Advisor Designations Read More
Learning to Think Differently About Money
Money is ubiquitous; no one is shocked or disturbed by …
Fee-based vs. Fee-only: The differences matter
Until the last 25 years or so, the overwhelming majority …
You’re A New Person Every Year
Throughout the younger years of adolescence, my career of choice …
6 Steps – End Of Year Retirement Check List
Does planning for New Years Eve give you low-grade anxiety? …
What’s In A Number? Social Security & Retirement Age Milestones
At what age does middle age begin? In the 1920s, …
What’s In A Number? Social Security & Retirement Age Milestones Read More
4 Easy Ways To Give And Get (Charitable Tax Benefits)
My nephew just turned one in November. My brother and …
4 Easy Ways To Give And Get (Charitable Tax Benefits) Read More
Healthcare in Retirement: Four Numbers to Know
It’s flu season; did you get your flu vaccine in …
Five Changes to Social Security in 2019
Isn’t it ironic that time seems to speed up as …
9 Things You Might Not Know About Social Security… But Should
One of the most confusing topics in retirement planning is …
9 Things You Might Not Know About Social Security… But Should Read More
Making Marriage PAY, Understanding Spousal Benefits
So why do people usually get married? A Pew Research …
Making Marriage PAY, Understanding Spousal Benefits Read More
4 Things To Consider If You’re Thinking of Retiring Early
My neighbor has worked for the railroad since he was …
4 Things To Consider If You’re Thinking of Retiring Early Read More
4 Retirement Uncertainties (and how to CRUSH them)
When I was a kid, the weeks leading up to …
4 Retirement Uncertainties (and how to CRUSH them) Read More
4 Things to Know About Social Security
One of the most confusing aspects of retirement planning is …
What’s Wrong With Online Financial Calculators
There are hundreds of websites and thousands of online financial …
Personal Finance Tips: Children Leave Home
Congratulations! You’ve done it. You’ve raised your children to the …
How Long Does It Take To Get My Inheritance?
Receiving an inheritance from a loved one is often overwhelming. …
Personal Finance Tips: When Someone Dies
As solemn as the topic is, it is important to …
Rebalancing Your Portfolio
Your investment portfolio isn’t static. It changes as the value …
Asset Allocation: The Perfect Recipe
The late Anthony Bourdain, world famous celebrity chef, reported that …
What is Asset Allocation?
Asset allocation is how you allocate your money to different …
My Farewell to Learnvest
In 2009, a sharp and driven Harvard business school student …
Stock Price Drivers
The way stock prices move may seem a mystery to …
Risk Capacity vs. Risk Tolerance
Risk capacity and risk tolerance are very important factors in …
Mutual Funds vs ETFs
Many investors find Mutual Funds and ETFs simple and useful …
Real Estate Investing vs. Market Investing
For many investors, real estate is an appealing investment option …
Types of Investment Risk
As an investor, you will encounter many different kinds of …
Are the Lack of College Basketball Player Salaries Madness?
As many of our readers know, we are big believers …
Are the Lack of College Basketball Player Salaries Madness? Read More
Financial Planning Do’s and Don’ts: Making Your Money Work For You
Tim Ferriss, the no. 1 New York Times bestselling author …
Financial Planning Do’s and Don’ts: Making Your Money Work For You Read More
It’s The Thought That Counts
It’s that time of year again – Valentines Day. The …
Chicken Wings, Pizzas & Beers: Super Bowl LII, The Numbers
The Philadelphia Eagles and New England Patriots will be facing …
Chicken Wings, Pizzas & Beers: Super Bowl LII, The Numbers Read More
Financial Planning and Financial Advisory
Financial advisory can be misused. Often, it is assumed that …
What is Financial Planning?
Financial planning involves a holistic review and assessment of a …
How To: Interview A Financial Advisor
How To: Interview a Financial Advisor Let’s say you find …
The 2018 New Tax Laws Explained
Overhauls to the tax code are few and far between. …
How Will the New Plan Affect Lebron’s Taxes?
Lebron James is considered by many to be the best …
Top Blogs of 2017
I say the same thing every year – how is …
40-Something Financial Checklist
Compared to financial goals in your 30s, your 40s become …
30-something financial checklist
While your 20s are often characterized by completing your education …
Building a Financial Plan Without a Blueprint?
Let’s say you want to build your own house and …
Personal Training for Your Money
Great financial advice should cost you much less in the …
What is Diversification & Why is it Such a Big Deal?
Diversification is often mentioned as a fundamental and necessary part …
What is Diversification & Why is it Such a Big Deal? Read More
Active Investing vs. Passive Investing
As an investor, you need to decide how you will …
Market Timing vs. Time in the Market
Let’s take a poll. Raise your hand if you’ve ever …
Stocks or Bonds: What is the best way to invest?
Trying to decide the best way to invest? Often, investors …
What Is The Market?
Whenever you turn on the TV or read a newspaper …
Team Lannister vs. Team Targaryen: Who Should the Iron Bank “Bank” On?
When we consider the major players in the Game of …
Team Lannister vs. Team Targaryen: Who Should the Iron Bank “Bank” On? Read More
The Tell-All Series: Do I Need a Financial Advisor?
The Tell-All Series: Do I Need a Financial Advisor? In …
The Tell-All Series: Do I Need a Financial Advisor? Read More
How Much does a Game of Throne’s Dragon Cost?
Here’s a question I would like to propose… How much …
Game, Set, Tax!
Monday saw the first round of Wimbledon get off to …
The Bitcoin Bubble – Could Seinfeld Help Us?
Those that know me well know that I’m a HUGE Seinfeld fan. …
NBA Player Salaries – As Crazy As You Think?
The first week of March Madness has come and gone, …