Articles

I must say that homeschooling was by far my best education experience.

This 2015 article has five rules for safely handling your digital security which you can’t afford not to implement.

Some performance is cause for concern. Other times, you need not worry. Here are 5 times you should not worry and 4 cases when you should.

“If you claimed the standard deduction on your federal income tax return, you must also claim the standard deduction on your Virginia return.”

The FIRE (Financial Independence, Retire Early) movement is a suggestion that you should have the goal of achieving financial independence and retiring while you are young.

In 2003, David stopped to rescue a snapping turtle from 250 West. Now, in 2019, the financial planning lessons from that turtle are still sage advice.

It is hard to prioritize saving, but it pays off. Here is how.

Be sure to remember to tell your tax preparer that you did a QCD.

Cross-Selling is when a financial institution incentivizes their employees to sell or recommend financial products and services that increase the financial institution’s profits. The practice is as commonplace as it is fraught with conflicts of interest.

With many of us saddled in student loan debt well into our late thirties, our retirement cannot wait for us to be debt free. This 2016 rewrite of a 2007 article teaches you how to get started with savings while repaying your loans.

“Has the focus on expense ratios caused the public to lose focus of more critical financial measures, such as performance?” Actually, expense ratios and 12b-1 fees should get even more attention than they are getting. Here’s why.

Anyone who has to take RMDs from their employer sponsored retirement plan, sadly, has to take RMDs from all components of the plan, even Roth deferrals!

Among the most complicated and frustrating IRA rules are required minimum distributions (RMDs). This case is a classic example.

This 2006 article teaches you how to use a net worth statement is to measure your progress toward retirement and, as David Marotta writes, “What gets measured is more likely to be accomplished.”

It is common for investors to be surprised by movements in their portfolios, but it is harder to determine if these movements mean that anything should be done.