If you accidentally contributed to the wrong IRA at Vanguard, you can follow these steps to recharacterize the contribution.
Wealth Conversion Efficiency Adjusted For Inflation
Wealth Conversion Efficiency ratio measures how efficient you are in converting your inflation-adjusted earnings to wealth. Use the spreadsheet to find out how well you did.
How Advice-Only Works
An interview with financial advisor Allan Roth on how he works under the hourly Advice-Only model.
When AUM Fees and Financial Planning Have a Baby
An insider’s account for how assets under management fees are a poor fit for financial planning.
Splitting The Advisor’s Alpha
Explore the relationship between value and price.
Vanguard Proxy Voting 2017
How I voted on the Vanguard 2017 proxy proposals.
Advice-Only: The Best Model For Financial Advice People Need And Want
Beyond fee-only, advice-only is the best model of obtaining financial advice.
My Smartest Financial Decision
My smartest financial decision years ago created foundation for my financial security today. What was yours?
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.
Replace Lost Or Stolen Savings Bonds: A Real Life Experience
A real life experience of how to get lost or stolen savings bonds replaced.
MassMutual Whole Life Legacy 10 Pay With LISR Review
A case study of a whole life policy as a tax-free investment vehicle with no stock market risk.
Calculator: Break One CD To Buy Another CD
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.