Pivoting when you are financially comfortable offers a safer and more enjoyable path to a second childhood.
Latest Blog Posts
What Having My Car Die in the Middle of the Road Taught Me About Investing
Beware of overconfidence. It can cause great harm.
A Solo 401k Is Not A Bigger IRA
A solo 401k is still a 401k. Know all the rules and keep it as simple as possible.
Target Date Funds Are Underrated
The one unique advantage of a target date fund can overcome all its flaws.
Take A Class To Get Up To Speed On Personal Finance
Learning the right materials from the right source gets you onto the right track.
Schwab Target Index Funds: Hidden Gems For Your IRA and 401k
Schwab has two sets of target date funds. Look for the word Index in the name.
Prepaying Mortgage Does Not Make You Invest More In Real Estate
Your home does not know you have a mortgage.
How To Rollover an HSA and Avoid Trustee Transfer Fee
If you don’t like the HSA your employer chose for you, you can rollover the money to a provider you like for better investment options.
Recharacterize IRA Contribution At Vanguard
If you accidentally contributed to the wrong IRA at Vanguard, you can follow these steps to recharacterize the contribution.
Paying Taxes: By The Book Or Catch Me
Do you taxes by the book. It’s the law and it’s the right thing to do. Say no to aggressive tax tactics even though you may get away.