Tools

With the help of Yahoo Finance and a one-cell formula, you barely need to do any work.

This gone-fishing portfolio is our default portfolio which can be used at any custodian.

We recommend this gone-fishing portfolio for accounts hosted at Vanguard.

There are different tables and formulas used to calculate your RMD divisor based on your particular circumstances. Here is a calculator for the three most common.

In this video we are going to compute the first mortgage payment of the 5-year loan used in the article “How to Help Your Children Purchase a Home.”

In this video we are going to compute the first mortgage payment of the 30-year loan used in the article “How to Help Your Children Purchase a Home.”

This gone-fishing portfolio is our default portfolio which can be used at any custodian.

We recommend this gone-fishing portfolio for accounts hosted at Vanguard.

There are three clear options: future value schedule, a product array, or a large table.

You can make an “app” (really a shortcut) on your mobile device so you can quickly access all the resources on Marotta on Money. It takes less than a minute.

In 2019, several custodians switched to have no transaction fees for exchange-traded funds (ETFs).

This gone-fishing portfolio is our default portfolio which can be used at any custodian.

We recommend this gone fishing portfolio for accounts hosted at Vanguard.

This gone fishing portfolio is our default portfolio which can be used at any custodian.

We recommend this gone fishing portfolio for accounts hosted at Vanguard.

We recommend this gone fishing portfolio for accounts hosted at Charles Schwab.

We recommend this gone fishing portfolio for accounts hosted at Fidelity.

We recommend this gone fishing portfolio for accounts hosted at eTrade.

We recommend this gone fishing portfolio for accounts hosted at TD Ameritrade.

Regardless of your assumptions about future market returns, the impoverishment to families with credit card debt is massive.

These are complex formulas, but they are valuable calculations that show that there is an expected increase of return which will justify selling even a highly appreciated asset.

Predicting future inflation is difficult at best.

We recommend this gone fishing portfolio for accounts hosted at Fidelity.

We recommend this gone fishing portfolio for accounts hosted at eTrade.

This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds.

This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds with the exception of Vanguard Energy ETF (VDE).

There are different tables and formulas used to calculate your RMD divisor based on your particular circumstances. Here is a calculator for the three most common.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This year I limited myself to 13 investment vehicles with two changes from 2016’s calculator.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This portfolio uses all Vanguard mutual funds.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This portfolio uses all Schwab no-transaction fee exchange traded funds.

Continually curating a list of low cost funds is valuable for long term investors.

Age appropriate asset allocation for 2016 using the choices available in the University of Virginia’s Fidelity 403(b) Tax Deferred Savings Plan (TDSP).

Age appropriate asset allocation for 2016 using the choices available in several of the University of Virginia’s Fidelity Retirement Plans.

If you are using Vanguard, we have created a gone fishing portfolio using only low-cost Vanguard mutual funds to help save money on transaction costs.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

If you are using Vanguard, we have created a gone fishing portfolio using only low-cost Vanguard mutual funds to help save money on transaction costs.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

Age appropriate asset allocation for 2014 using the choices available in the University of Virginia’s TIAA-CREF Tax Deferred Savings Plan (TDSP).

We have created several asset allocation tools to aid those seeking an intelligently diversified portfolio.

Age appropriate asset allocation for 2014 using the choices available in the University of Virginia’s Fidelity 403(b) Tax Deferred Savings Plan (TDSP).

Age appropriate asset allocation for 2014 using the choices available in several of the University of Virginia’s Fidelity Retirement Plans.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

The maximum income for a couple is not double what it is for a single person. Your spouse’s income can disqualify you from credits you could have received if you had not been legally married.

The worst marriage penalty is for couples earning between $26,000 and $60,000 who have three or more children.

Literally tens of thousands of employees who were once participants in an employer-sponsored retirement plan (i.e., 401(k) plan, profit-sharing plan) neglect to take their retirement money with them.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

Q: I recently landed a job that will allow me to begin saving. My company offers a 401(k) and a 3% match, but I also have college debts of $15,000 and a credit card balance of $650. How do you recommend I proceed?