I’m a big believer in getting bang for your buck. When it comes to saving for college, the 529 plan definitely deserves a place in your portfolio. There are reasons […]
Understanding who benefits from 529 plans Read More »
Most of my more recent friends think of me as being good with money. To an extent, their perception is accurate. I love talking about total return, asset allocation and
When it comes to managing cash, do what works Read More »
Mutual fund investors love to complain about fees. None of us wants to see our returns reduced by expenses, in any market. When our investments are down, it seems like
Breaking down mutual fund fees Read More »
When it comes to life insurance recommendations, I am pretty much in the term camp. There are several reasons for my position, the most important being that life insurance is
Life insurance as an investment Read More »
At every family birthday celebration, my mother-in-law buys each family member “Set for Life” scratch off tickets. Part of our traditional birthday fun includes a hunt through purses and pockets
Looking for passive income? Here are some things to consider. Read More »
Retirement planning is a broad concept. So broad, in fact, that the term is almost useless in discussion without clarification as to context. To one person, retirement planning means directing
Retirement Planning Means Life Planning Read More »
