August 20, 2014

Eureka!

Each title is an index of related posts or a series of posts.

The Efficient Frontier Of Investing

Blended Efficient Frontier

Many investors don’t appreciate asset allocation or understand intuitively how a diversified portfolio can exceed the sum of its parts.

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The Economics Of Healthcare

Injured piggy bank with crutches

Michael Kirsch, a practicing physician and newspaper columnist, laments that there are questions he can never answer satisfactorily for his patients. His questions are central to the public policy debate increasingly being decided by voters and politicians rather than physicians and economists. Here are our answers to his questions and other articles on the economics [...]

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The Politics of Social Security

End of the line

Even half of what they collect in Social Security could provide a better private benefit.

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Roth IRA Conversions and Roth Segregation Strategies

Roth Segregation Accounts

Roth accounts have several advantages over traditional retirement accounts.

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The Tax Code’s War On Marriage

Marriage Penalty

Two different people can end up with very different amounts of tax owed, simply because of their marital status. You cannot argue this increased tax is their “fair share” simply because they are married.

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Obamacare, the UN-Affordable Care Act

Know the cost

ObamaCare Is the Worst Legislation in 75 Years.

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Social Security

SS Heatmap

Social Security benefits can represent a big stack of cash. A typical monthly benefit of $2,200 has a present value well over $500,000. Consider all your Social Security options carefully to avoid making a costly mistake.

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Index of Tax Tables

Tax Tables

Want the full list of tax tables? Here they are in one place for easy browsing.

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How To Prepare For The “Coming Financial Apocalypse”

The Disaster Diaries by Sam Sheridan

You should be just as prepared for the possibility that the world as we know it is not ending.

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Estate Planning

Child Drowning in Money Corruption

The most important product of estate planning is achieving family harmony.

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How to Calculate An Advisor’s Value

Chess White Rook

Planners can add the equivalent of a 1.82% annual arithmetic return to clients through five components.

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Wealth Inequality In America Series

Wealth Inequality In America

This series of blog posts were intended to be a more reasoned reply to a complex issue.

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Using A Mortgage Wisely

Monopoly House on Coin

Most Americans have a home mortgage. The rich often have two.

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Get Out Of Debt

Slack Palm

Getting out of debt is the first step to building real wealth.

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Retirement Planning

Retirement Planning

Retirement Planning is perhaps the single most important goal of comprehensive wealth management.

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Inflation

The Fading Dollar

Inflation is one of the most important factors in nearly every aspect of financial planning and wealth management.

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Government Regulations And Compliance Do Not Make Us Safer

Milton Friedman Watercolor

The coercive power of government is more dangerous than the free market. Special interests use it to circumvent both the law and economics.

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Financial Advice for Recent College Graduates

Graduation Caps

Financial advice for college graduates is easy. Graduates street smart enough to take the advice is rare.

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Gold, Silver and Resource Stocks

Pile of gold coins

The optimum asset allocation to physical gold and silver is 0%. Instead, we recommend you use resource stocks as an inflation hedge.

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Tax Planning

Dorothy and Toto 1040

A dollar saved on taxes is worth more than a dollar earned. If you earn another dollar, they will just tax you again.

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Risk – Return Decisions

Safe Withdrawal Rate by Investments

Portfolio construction begins with the most basic allocation between investments that offer a greater chance of appreciation (stocks) and those that provide portfolio stability (bonds). There is no such thing as a safe investment that pays market rates of return.

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Rebalancing asset classes and subcategories

Stone Tower

Diversifying your portfolio means finding assets that have value on their own merits but do not move exactly alike. Here are the principles on building and rebalancing asset classes and subcategories.

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Safeguarding Your Money

Lock and Gold Coins

Given all the greed and deceit in the world of financial services you shouldn’t have to trust your financial advisor. Here is a list of eight safeguards that should be in place to help safeguard your money

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Before You Say “I Do”: Money & Marriage

Bride & Groom -Sunset Kiss

Couples that fail to prepare for a shared money maturity will likely experience longer and sharper growing pains. Here are several things to talk about before tying the knot.

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Rich Dad, Rich Daughter

Rich Dad Rich Daughter

“Small changes over a long period of time make all the difference.” Learn how to teach financial wisdom to your children with Megan Marotta’s series, “Rich Dad, Rich Daughter.”

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