What makes someone retired? Is being financial independent the same as retired? What about the self-employed or stay-at-home parents?
Latest Blog Posts
Find A Financial Advisor Outside Your Local Area
Good advice comes from near and far. You will find a better financial advisor if you don’t limit yourself to advisors in your local area.
Vanguard Financial Plan Review: (4) Worth It?
Conclusion on whether the Vanguard Financial Plan is worth the time and cost and who should consider using it.
When To Claim Social Security Calculators
These free and paid online calculators will help you figure out when and how you should claim your Social Security benefits.
Vanguard Financial Plan Review: (3) The Consultation
Detailed review of the consultation with a CFP professional from Vanguard, as a part of the Vanguard Financial Plan service. See how Vanguard CFP answered each question.
File Your Taxes: Person, Software, Or Online?
How should you prepare your taxes, use an accountant, buy software, or do it online? You will be surprised the best method is used by the least number of people.
Vanguard Financial Plan Review: (2) The Plan
Detailed review of the written plan provided by Vanguard as a part of its Vanguard Financial Plan service. Breakdown by section what the plan includes and doesn’t include.
Target RED Card Debit: Zero Fraud So Far
In the massive data breach at Target, see why the Target REDCard debit cards experienced zero fraud.
Vanguard Financial Plan Review: (1) The Questionnaire
Detailed review of the questionnaire used in the Vanguard Financial Plan service. See what it includes and doesn’t include.
The Average Investor Should Use An Investment Advisor: How to Find One
The average investor will benefit from using a financial advisor, not just any financial advisor but a good one at a low cost. Learn how to find a good low-cost advisor at different asset levels.