2023
September
Sept 21, 2023 SECURE Act 2.0 Breathes New Life into 529 Education Savings Plans
Sept 7, 2023 Social Security vs. Pension Plans: How do they Stack in Retirement?
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August
Aug 31, 2023 How to Plan Your Retirement Portfolio with Zero Savings
Aug 24, 2023 Four Ways Small Investors Have it Better Than "Wall Street" Wizards
Aug 3, 2023 Target-Date Funds: A Major Player on the Investment Scene
July
July 27, 2023 Compounding: The Good…the Bad…the Lovely Rule of 72
July 20, 2023 What Buyers are Finding as they Resume Their Hunt for Homes
July 13, 2023 What New Investors Don’t “Know” Could Hurt Them
July 6, 2023 Diversification: Your Lifesaver During Stormy Financial Times
June
June 28, 2023 Bad Things Happen When You “Peek-A-Boo” Retirement Balances
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2022
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December
Dec. 22, 2022 Silver Lining: Congress' Spending Bill has Some Shiny Benefits
Dec. 15, 2022 Are Index Fund Investors Smart, Lazy or Both?
Dec. 8, 2022 Hands Free: Target-Date Funds Adjust Focus as Retirement Nears
Dec. 1, 2022 Fortune Telling: Why Everyday Investors Need A Crystal Ball
November
Nov. 17, 2022 Index Investing Can Avert a (Crypto) Series of Unfortunate Events
Nov. 10, 2022 The Difference Between Failure and Success is as Simple as PDQ
Nov. 3, 2022 Econ Outlook: Tiny Rays of Light are Peeking Through Inflationary Clouds
October
Oct. 27, 2022 Watch for Signs of the Bear Market's Demise...Then Pounce!
Oct. 20, 2022 'Tis the Season to Evaluate Your Medicare Options
Oct. 13, 2022 Need to Stash Cash? You Don't Have to Take It to the Bank
Oct. 6, 2022 Buy-and-Hold Beats Rush-and-Flush Investing During a Bear Market
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September
Sept 29, 2022 State of the Housing Bubble: Home Sales are Down, But Not Out
Sept 1, 2022 Inflation Mitigation: Rising Prices Take a Toll on all Generations
August
Aug 25, 2022 S&P 500 Index Fund: Is it All That It's Cracked Up to Be?
Aug 18, 2022 This Ain't Your Typical Bear Market Rally - Or Is It?
Aug 11, 2022 Bear Down: Should You Take Advantage of the '22 Stock Rally?
Aug 4, 2022 Home Loans From Financially-Fit Relatives Make (Dollars and) Sense
July
July 28, 2022 Will Rising Mortgage Rates Finally Burst the Housing Bubble?
July 21, 2022 How to Maximize Your Inheritance Allocations
July 14, 2022 Your Age and Life Stage Help Predict Bear Market Choices
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June
June 23, 2022 There's No Time Like Now to Make Your Coins Work for You
June 16, 2022 Poking the Bear: Use the Current Market Instability to Your Advantage
June 9, 2022 Grim Reaper: PODs Dispense Quick Cash Upon Your Untimely Passing
June 2, 2022 Trial by Inflation: Patience is the Guardian of Joy (and Your Money)
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May
May 26, 2022 The 529 Plan: A Smart Alternative to College Loan Debt
May 19, 2022 I Bond Interest Rates - and Interest in I Bonds - Continues to Grow
May 12, 2022 Real Estate of Affairs: Will the Bubble Burst or Find Balance?
May 5, 2022 Don't Chicken Out; Be A Bull During a Bear Market
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April
Apr 28, 2022 Word on the Street: Jack and Jill Talk Real World Real Estate Trends
Apr 21, 2022 The $35 Trillion Question: How to Prepare Heirs for What's Their's
Apr 14, 2022 There's More to the Hot Housing Market than Buying and Selling
Apr 7, 2022 Life's Complicated Enough. Keep Investing Simple
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March
Mar 31, 2022 The Bogle Behind My Long-Term Investment Strategy
Mar 24, 2022 Diversify: Play the Field (Wisely) with Your Investment Funds
Mar 10, 2022 Selling Point: How do Origination and Discount Points Affect a Loan?
Mar 3, 2022 Tax Prep: What to do if You Received Advance Child Tax Credits
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February
Feb 24, 2022 There's More to the Market Correction Than the Ukraine Crisis
Feb 17, 2022 I Bonds: The Wallflower of Retirement Investments is in Bloom
Feb 10, 2022 America's Housing Market: Will the Bubble Survive 2022?
Feb 3, 2022 How to Deal with (Stock Market) Losses Without Losing It
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January
Jan 27, 2022 When the Market is in Turmoil, Remember This, Too, Shall Pass
Jan 20, 2022 Ommmm: The Search for Financial Peace of Mind
Jan 13, 2022 Get-Rich-Quick Investing Dominated 2021 - Will 2022 Follow Suit?
Jan 6, 2022 When Battling Inflation Consider Bonds, I Bonds
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2021
December
Dec 31, 2021 Resolution 2022: How to Declutter Your Investments this Year
Dec 16, 2021 Four Financial Gifts for Your Kids That Keep on Giving
Dec 9, 2021 Roth Conversions are Righteous - Under the Right Conditions
Dec 2, 2021 Addressing Allegations: Are TDFs Costly and Inefficient?
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November
Nov 18, 2021 Passive vs. Active Investing: Which is Best for Who?
Nov 11, 2021 The Boomer Retirement Boom: Can They Afford Their Golden Years?
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October
Oct 28, 2021 Take Cautionary Steps to Navigate the Current Inflation Spiral
Oct 21, 2021 Trying to Make Sense of Medicare and its Moving "Parts"
Oct 7, 2021 What Happens When You Contribute Too Much to Your HSA?
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September
Sept 30, 2021 7 Investing Tips I Learned the Hard Way
Sept 23, 2021 Make Investment Bank Using the Eighth Wonder of World
Sept 16, 2021 Pushing Boundaries: Can you invest 401(k)s and IRAs at the same time?
Sept 9, 2021 RIP: Make Sure Your Beneficiaries are Set in Stone
Sept 2, 2021 How to Make Sure Your Castle Finds a Good Home Post-Mortem
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August
Aug 26, 2021 Inquiring Minds: Is Our Economy Heading for a Meltdown?
Aug 19, 2021 FICO: Three Digits That Have a Powerful Hold on Your Life
Aug 12, 2021 Trading vs. Investing: Which is More Likely to Reap Rewards?
Aug 5, 2021 Target-Date Funds Let You "Set It and Forget It"
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July
July 29, 2021 Is There a Cure for Tightwad-itis?
July 22, 2021 The Secret to My (Investing) Success
July 15, 2021 Set Your Kid Up With a Health Savings Account (HSA)
July 8, 2021 Beware: Your IRAs are in Danger
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June
June 24, 2021 America's Housing Market: Is the Bubble About to Burst?
June 17, 2021 Emergency Funds and the (Almost) Risk-Free I Bond
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May
May 20, 2021 The Case for Delaying Social Security in Retirement
May 13, 2021 Crypto Craze: Is it a Bubble or Here to Stay?
May 6, 2021 Say It Ain’t So, Joe. The Stepped-Up In Basis Tax Debacle
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April
April 29, 2021 How to Make Money in Retirement Without Working
April 22, 2021 Annuities Can Play an Important Role in Your Retirement Plan
April 15, 2021 Bond Investments are Not Just for Boomers
April 8, 2021 What the Devil is an Angel Investor?
April 1, 2021 Fractional Shares: Bite-Sized Investments with Benefits
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March
March 25, 2021 Vacation Properties May be an Investment Worth Avoiding
March 18, 2021 ETFs Vs. Mutual Funds: Which is Better?
March 11, 2021 #TradingSpaces: Has Robinhood Lost its Luster?
March 4, 2021 #TradingSpaces: Is Worthy Bonds Worth Checking Out?
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February
Feb 25, 2021 Should a Beginner Investor Speculate on SPACs?
Feb 11, 2021 Exercise Patience You Will, Young Investor
Feb 4, 2021 The Great GameStop Stock Heist
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January
Jan 28, 2021 Guilty as Charged: How Do You Know When Enough is Enough?
Jan 21, 2021 Don't Wait Until It's Too Late to Decumulate
Jan 14, 2021 Stimulus Payments 2.0: About the CRRSA Act of 2021
Jan 7, 2021 New Year, New Opportunity to Plan for the Next Rainy Day
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2020
December
Dec 31, 2020 WELCOME 2021! Give the Gift of Education to a Deserving Kid This Year
Dec 17, 2020 How to Keep Savings from Yourself
Dec 10, 2020 Real World WynnSights: How to Spend 30 Large
Dec 3, 2020 Real World WynnSights: Please Don't Liquidate Your 401(k)
November
Nov 26, 2020 November Q&A: Real World WynnSights
Nov 19, 2020 Buying a House vs Buying a Home
Nov 12, 2020 The Recipe for Investment Success: Time, Money…and Discipline
Nov 5, 2020 Secure Act 2.0 Proposes BIG Changes to Retirement Plans
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October
Oct 29, 2020 Individual Retirement Accounts: Traditional, Roth and Conversions
Oct 22, 2020 529 vs. Coverdell ESA: Both are Great but Which is Better?
Oct 15, 2020 The Sad State of Personal Finance Education in Schools
Oct 8, 2020 Pandemic Interest Rates: How Low Can They Go?
Oct 1, 2020 Pandemic Day Trading is not all Glitz, Glamour and Easy Money
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September
Sept 24, 2020 Trying to Beat the Market is Futile - and Fleeting
Sept 17, 2020 The Pandemic has Millennials on Financial Pins 'n Needles
Sept 10, 2020 Dare to be Average and You'll Come Out on Top
Sept 3, 2020 Short-Term Speculation Erodes the Power of Compounding
August
Aug 27, 2020 Hoarder Alert: Know When to Toss Financial Docs
Aug 20, 2020 Capital Gains - and Possible Change - Explained
Aug 13, 2020 What To Do When Your Rainy Day Fund Runs Dry
Aug 6, 2020 Rainy Day Funds Redux
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July
July 30, 2020 To Contribute or Not? That Is the 401(k) Question
July 23, 2020 How to Optimize Retirement Spending During COVID-19
July 16, 2020 Passive Investing: Beat the Aggressors at Their Own Game
July 9, 2020 IRS UPDATE: You Can Refund Your RMD if You Want To
July 2, 2020 Investors Have Been Brave During this Pandemic
June
June 25, 2020 When, Why and How to Rebalance Your Portfolio
June 18, 2020 Investing - like life - does not have to be complicated
June 11, 2020 Forget the Rumors. Social Security is a Good Asset
June 4, 2020 Healthcare FSAs vs. Health Savings Accounts. What's the Diff?
May
May 28, 2020 IRS Relaxes Rules on Healthcare Flexible Spending Accounts
May 21, 2020 IRS Relaxes Rules on Dependent Care Flexible Spending Accounts
May 14, 2020 COVID-19 Forces Far-Reaching Financial Lessons
May 7, 2020 CARES Act Allows Emergency Withdrawals from Retirement Accounts
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April
April 30, 2020 Save and Invest...Or I'll Wash Your Mouth Out With Soap!
April 23, 2020 What if I NEED to Sell Investments During Coronavirus Crisis?
April 16, 2020 Beware! The Inflation Monster Can Wreak Havoc on your Retirement
April 9, 2020 COVID-19 Teeter-Totter: Balancing Our Nation's Health and Wealth
April 2, 2020 Did You Know? You Don't Have to Take RMDs in 2020
March
March 26, 2020 Coronavirus Crisis: Should I Buy or Sell My Investments, or Neither?
March 19, 2020 Target-Date Funds: Simple, Diverse and Great for the Autopilot Investor
March 12, 2020 Watch Those Pennies. The Dollars Will Take Care of Themselves.
March 5, 2020 The Skinny on Non-Retirement Household Savings Accounts
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February
Feb 27, 2020 Win Your Own Lottery
Feb 20, 2020 Save A “Real” Million Bucks By Retirement
Feb 13, 2020 Who Pays Taxes On Fund Distributions?
Feb 6, 2020 The Coronavirus Crisis: Could it Infect the Market?
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January
Jan 30, 2020 IRA Withdrawal Exceptions: More Rules For The Tools
Jan 23, 2020 Tools with Rules: Those Fantastic IRAs
Jan 16, 2020 Does Investing Mix with a Great Depression?
Jan 9, 2020 Your Portfolio’s Beating Heart: The Index Fund
Jan 2, 2020 Financial Fairy Tales Can Come True (But They Need Some Pixie Dust)
2019
December
Dec 26, 2019 The Great 2019 Christmas Heist: Congressional Grinch Targets IRAs
Dec 19, 2019 Roth IRAs: The Gift that Keeps on Giving
Dec 12, 2019 Let's Talk About the Hidden Costs of Investing
Dec 5, 2019 The Case Against High-Fee Mutual Funds
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November
Nov 21, 2019 The Answer to the Million-Dollar Question
Nov 7, 2019 Before You Get Rich You've Got to Master the Basics
October
Oct 31, 2019 Start Saving in Your 20s and Retire a Millionaire
Oct 24, 2019 "Excu-u-use Me" Series: The Fearsome 50-Somethings
Oct 17, 2019 "Excu-u-use Me" Series: The Fretful 40-Somethings
Oct 10, 2019 "Excu-u-use Me" Series: The Harried 30-Somethings
Oct 3, 2019 "Excu-u-use Me" Series: The Roaring 20-Somethings
September
Sept 26, 2019 The Scary Facts of Retirement Saving
Sept 19, 2019 Index Funds Rule the Roost (IMHO)
Sept 12, 2019 Diversification is the Key to Happy Investing
Sept 5, 2019 Don’t Just do Something - Stand There!
August
Aug 29, 2019 Time is Money
Aug 22, 2019 Recession-Proof Your “Stuff”
Aug 15, 2019 Grandparents Are Special: Setting up Grandkids for Success
Aug 8, 2019 Hypothetical Henry: Compounding His Way to College
Aug 1, 2019 Raegan’s Roth Journey Begins
July
July 26, 2019 A Tottering Stool
July 18, 2019 Investing Should be Simple
July 11, 2019 The Amazing Power of Compounding
July 4, 2019 Rainy Day Fund: A Financial Firewall
June
June 27, 2019 Millennials call it FIRE (Financial Independence, Retire Early)
June 20, 2019 Life Lessons and Learning Experiences
June 13, 2019 Cotton Pickin’, Eggs and Cash