Karsten Jeske, CFA, explains how a “bond tent” asset allocation strategy can reduce sequence of returns risk in the years just before and after retirement.
Katelynn Minott, CPA and managing partner at Bright!Tax, shares key tax filing updates to be aware of when you file your tax returns this year.
Investor Phil Kessler explains how tax lien investing works + how to invest (with as little as a few hundred $) as easily as buying toilet paper on Amazon.
Megan McCoy and Ed Coambs, two leading marriage therapists who specialize in financial therapy, share insights and advice about money issues in marriage.
Megan McCoy and Ed Coambs, two leading couples therapists who specialize in financial therapy, share insights about money and dating.
Jonathan Duong, CFA, talks about asset location considerations for non-traditional assets + asset location considerations for early retirees.
Jonathan Duong, CFA, shares tips on tax-efficient asset location for stocks, bonds, and real estate investments.
Goal setting, mindset, and behaviors to help you make big strides toward your FIRE goals this year + FIRE community leaders share new year’s advice.
I share tactics and best practices on how to retire early. With confidence & assurance, hard numbers & analysis, and proper weighing of risks & tradeoffs.
Good index funds let you match the market for zero effort and near-zero cost. Jonathan Duong, CFA, explains how to pick the best index funds to invest in.