Summer Series: New Parent Finance 103 Can anyone else believe it is already September? This year has to be going faster than ever and there’s scientific […]
Summer Portfolio Reconstruction Fred gives an update on his ’67 Fast Back in this episode and suggests meeting with your financial advisor for […]
Finding your “Why” Regarding Personal Finances How many of you feel the Global Shutdown changed your priorities—financial or otherwise—over the past two years? Just know, you’re […]
Converting a Traditional IRA to a Roth IRA With a traditional IRA, funds contributed are not taxed until funds are withdrawn from the account. Both contributions and earnings […]
The Oracle of Omaha and the Loquacious Lama of Lake Wales Investing: It’s either impossibly tricky or simple as pie, depending upon your frame of mind, but what about details like inflation? […]
Retirement Questions Recently I have been reading the Adventures of Tom Sawyer by Mark Twain. After Tom fools his friends into painting […]
Kids & Money E12 In this episode, Chad’s family tells real-world stories of how these lessons about money played out and what the entire family learned during the process.
Do Dividends Matter? (Dividend Investment Strategy Revisited) April is Financial Literacy Month which is the perfect time to write a blog on dividend investment strategy. Stock dividends […]
Bear Markets Bring Opportunities I hope you were able to hear Brian Wesbury, Senior Vice President and Chief Economist with First Trust Portfolios, LP […]
