Social Security may be the most valuable asset you have as you march toward financial independence
Your Money and the Inverted Yield Curve
you’ve probably never heard of a yield curve much less understand what its inversion could portend for your financial future. Does it mean the stock market is headed for bear market territory?
Managing your family’s credit amidst constant breaches
With the Equifax breach settlement, you have the right to two major options even if no harm has come to you
The Four Sources of Building Wealth
Your wealth is fed by four major sources. Most pay attention to one or two of them, but considering all four helps you build a sound financial future.
Let Your Health Savings Account Grow
Consider all the benefits of an HSA: its triple tax advantage, personal ownership of account, flexibility to use it toward qualified expenses far in the future, and ability to invest it into stock index funds.
What To Do When Your Company is Aquired
It can be exciting, albeit stressful time. Remember these points to make sure you’re covering your financial bases.
Building Wealth with Factor Investing
Factor investing rather than being a mere financial fad is one that stands on firm academic ground. In the right hands it could be used to boost risk-adjusted investment returns. Plainly stated factor investing is designing an investment portfolio made up of mutual funds, ETFs, and retirement plan options by emphasizing certain attributes.
Better Options Than $100 for College
Last month Governor Polis signed a bill that sets aside $100 for Colorado kids born starting in 2020 for higher education costs. I hope it will motivate families to save more.
Perils of Moving Your Retirement Plan
It’s a challenge to optimize your investments with accounts spread over many different plans. Trying to pick the best mutual funds from four different menus that change from year to year can be a challenge for professional investors, let alone individuals.
What to Consider When Choosing a College Counselor
With over 4,000 four-year colleges to choose from, coming up with an ideal college list that fits the family’s goals and resources, and the student’s qualifications is a complicated task.