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Our Articles

Energy Stocks Have Been Disappointing Recently (April 2020)
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Diversification means always having something to complain about. Recently, it has been energy.

Harry Dent Has Another Prediction; Should I Follow His Advice?
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We would suggest not listening to Dent’s commentary.

This May 2020, Our Dynamic Tilt Tilted Away from Energy
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For many whose Energy sector has experienced large losses, lowering your sector allocation might effectively mean holding onto the shares that you currently own without adding more.

Q&A: How Do I Calculate My Withdrawal Rate for My Stability Allocation?
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Each of us either has a withdrawal rate or a savings rate, as we are each either contributing to or withdrawing from our invested accounts.

#TBT How to Be a Good Executor
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If a friend recently asked you if you’re willing to be written into their will as an executor to their estate, this 2015 article will give you some food for thought before you reply.

Q&A: Can You Fund a Roth IRA After Filing Your Taxes?
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You always have until the tax filing deadline to make your IRA contributions regardless of when you file.

The Benefits of Using a Cost of Living Calculator When Relocating
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Any amount of difference in cost of living presents a valuable opportunity to reconsider the ways you spend money in order to increase the amount of money you can save.

Q&A: Can I Undo My Roth Conversion? (2020)
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Unfortunately, as part of the Tax Cuts and Jobs Act back in December 2017, Congress eliminated the ability to undo Roth conversions, so there isn’t a way to undo a conversion.

#TBT What Are Normal Market Movements?
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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.

How to Use a Coronavirus-Related Distribution to Reverse Your RMD (2020)
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In this way, those with inherited IRA distributions they would like to reverse or those with distributions no longer eligible for regular 60-day rollover contributions may be able to still complete either a Roth conversion or IRA redistribution with those assets.

This 2020, The IRA Contribution Deadline Isn’t Until July
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Because the due date for filing Federal income tax returns has been postponed to July 15, the deadline for making contributions to your IRA for 2019 is also extended to July 15, 2020.

#TBT When Partial-Year HSA Contribution Limits Don’t Apply
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If you have recently lost your health insurance or recently signed up for a new one, you may want to watch out for these rules.

Remembering The 2008 Crash as a Financial Planner
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Sometimes, you don’t get a second chance to be brave.

Remembering The 2008 Crash as an Investor
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I knew the market was going down, but I accidentally took Bogle’s advice and didn’t peek at my own accounts.

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