529 Accounts: The Basics Part 2
Continuing from last week, here is the remainder of Dr. Anne Champeaux's guest post on the basics of 529 accounts. What plan should I open? #1 State Tax Benefits There…
529 Accounts: The Basics Part 1
This is a two-part guest post written by Dr. Anne Champeaux, MD. Dr Champeaux is well versed with 529 accounts and has often shared her knowledge on social media groups.…
Asset Allocation: The Basics Part 2
Let's continue last week's discussion on Asset Allocation here in Part 2. Slice and Dice Portfolio We left off in Part 1 of Asset Allocation: The Basics with considering asset…
Asset Allocation: The Basics Part 1
You're sitting down to write your Investment Policy Statement. You have a couple of hours set aside for it, and your favorite mug is steaming or fizzing full of your…
My Retirement Asset Allocation
I have written about the basics of asset allocation. Today I would like to lay out what my own retirement asset allocation looks like. Lazy Portfolio I'm a set it…
If You Can: The 5-minute Version
Dr William J. Bernstein is a neurologist, author and financial theorist. He has several books to his credit. Among them is If You Can: How Millennials Can Get Rich Slowly,…
How to Open a Roth IRA for Kids
Last year, I hired my kids to model for this blog. That evidence is all over this site. Their earnings from this gig is modest, though a tad better than…
How To Open A Taxable Account At Vanguard
Last week we saw that most of us will need a regular brokerage account, or taxable account, to house our savings, especially as we pay off student loans and have…
Taxable Account: The Good, Bad and Ugly
I often see this question posed on social media, "I max out my work retirement accounts and still have some money I could save for the future. What do I…