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Our Articles

#TBT In Which Investment Vehicle Should I Stage My Spending Money?
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The addition of stable investments can help dampen the risk and increase the chances of meeting your spending goals.

Account Funding Priorities: A Savings Waterfall for 2025
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Even though there is some political and tax uncertainty this year, our funding priorities remain nearly identical to last year on purpose.

A Good Time to Have a Balanced Portfolio
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We have a saying around here: It is always a good time to have a balanced portfolio.

Two Financial Planning Strategies For Business Owners
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At the end of the year, you want to have something to show for all of your hard work.

#TBT Can I Contribute to Both a SEP and a 401(k)?
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The IRS very clearly says, “Yes, you can set up a SEP for your self-employed business even if you participate in your employer’s retirement plan at a second job.”

Does the Date of My Birth Affect My Contribution Limit?
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Thankfully, the IRS does not care what specific day you were born on, only which year.

#TBT My Grandfather’s Journal: Don’t Be Afraid to Try
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I have enjoyed rereading the journal of my maternal grandfather, Donald Mortlock. He started writing it on his 75th birthday.

Did My Lump Sum Rollover Mess Up My Backdoor Roth?
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Depending on how you initiated the lump sum rollover, you may be in luck.

#TBT Your Asset Allocation Should Be Priceless
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Rebalancing from stocks into bonds reduces your returns on average since bonds have a lower average return. But, as this 2015 article reminds us, there are decades of very choppy markets where even rebalancing an allocation of stocks and bonds can boost returns.

How to Budget for Emergencies
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It is possible to be prepared for financial emergencies by living 10% more frugally and saving for the inevitable eventuality.

#TBT Fund Your HSA To Cover Retirement Healthcare Costs
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This 2007 post offers us a bit of timeless advice. Funding a Health Savings Account can be as much about your present medical bills as it is about your end of life care.

Professionals Agree: Having a Fee-Only Advisor Matters
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We write frequently about the value of having a fee-only fiduciary as your financial planner. In this article, I compiled others’ voices on this same issue.

#TBT How to Calculate Your Own Safe Spending Rate
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Questions regarding spending are often best solved by determining the safe withdrawal rate.

How to Find the Fidelity Secure Message Center
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Even Fidelity says that their Secure Message Center is hidden and they should have a tutorial to find it.

#TBT The History of Mutual Funds
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93 years ago there was only one mutual fund. Today, there are thousands. This 2003 article tells the story of how this staple of the financial services world got its start.

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