A case study of a whole life policy as a tax-free investment vehicle with no stock market risk.
Latest Blog Posts
CD Early Withdrawal Penalty Calculator: Extending the Term
Here’s a calculator to help you decide whether you should take an early withdrawal from an existing CD to buy a new longer-term CD.
Gift To Adult Children’s Roth IRA
Can you contribute to your adult children’s Roth IRA? Yes, but …
Now With Small Caps: New Fidelity International Stock Index Fund
Fidelity’s Total International Index Fund is more diversified than its other international index funds.
Do The Math: HMO/PPO vs High Deductible Plan With HSA
When the premiums between a high deductible and a low deductible health plan are close, the bulk of the savings come from the tax deduction on HSA contributions.
Free Shipping and Good Prices On Books Without Amazon Prime
You don’t need Amazon Prime to get good prices on books with free shipping on every order.
Vanguard Podcasts
Vanguard offers two good podcasts. Listen on iPhone, iPad, Android, or computers.
Where To Get The Best Rate On A Home Equity Loan
Rates on home equity loans vary greatly from bank to bank. You have to know where to go for the best rates.
What If You Invest In Actively Managed Funds?
Investing in actively managed funds can get you to the same place as investing in index funds. Investing to begin with and a sound asset allocation are more important.
Age 55 No-Penalty Withdrawals From 401k Plan
The special rule for no-penalty withdrawals from a 401k plan at 55 actually isn’t that useful.