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Columns
How to get cheap (or free) health insurance if you retire early
I often hear when I first meet with someone that the only reason they are still working is to pay…
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How low can rates go?
Looking back to the start of the century, interest rates have been in decline. Back then the Aggregate Bond Index…
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‘401(k) plan owners: Watch out’
Imagine how you would feel if you were on a sinking cruise ship and couldn’t get off because there weren’t…
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Finances
Dave Says – Let kids make mistakes
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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One reason why ‘target dated’ funds haven’t done well for over a decade
There’s a reason why we often refer to target date funds as ‘target dated’ funds. These types of investments rely…
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Columns
Dave Says – Try to help him, but move slowly
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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Finances
Nearly 1/3 of investors 65+ sold at the stock market bottom
Typically when you fail to plan, you are planning to fail, and that applies to the stock market. It’s best…
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Finances
Dave Says – Dealing with debt collectors
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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How to avoid the new tax increase on retirement accounts
Last month we discussed the SECURE Act and its projected $15.7 billion tax increase on beneficiaries of tax deferred retirement…
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Columns
Dave Says – Push the pause button
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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