Beyond fee-only, advice-only is the best model of obtaining financial advice.
Latest Blog Posts
Why Reward Flights Or Hotel Nights Are Not Free
Reward flights or hotel nights are not free because you are paying for them in other ways.
Getting A Lost Gift Card Replaced
A lost or stolen gift card can be replaced without hassle.
Money Market Fund vs High Yield Savings Account
Money market funds are competitive with high yield savings accounts again.
Keep Your Airline Miles Active Via Online Shopping Portals
Using the airlines’ online shopping portals once in a while will keep your miles from expiring. Earning extra miles isn’t the point.
My Smartest Financial Decision
My smartest financial decision years ago created foundation for my financial security today. What was yours?
IRA Recharacterization Illustrated
A graphical illustration for what happens when you recharacterize an IRA contribution or conversion.
Index Funds vs Real Estate Crowdfunding: Safety In The Mainstream
It takes a certain mentality to not seek out every opportunity. You don’t have to venture outside the mainstream when mainstream already works well enough.
Late Enrollment Penalty On Health Insurance
To be effective, late enrollment penalty on health insurance has to increase with the length of time and be permanent.
If IRS Offers Free Direct Filing How Many People Will Use It?
People aren’t looking for the easiest way to file their taxes. They are looking for ways to pay the least amount.