Money
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Market Volatility Playbook
The market is in volatile shape right now, and there’s little we can do about it. New information comes to…
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A Dividend Income Portfolio Update
This week’s blog post points to my latest YouTube video where I share an update on my two taxable dividend…
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Investing in “Uncertain” Markets
The Pittsburgh Steelers won four Superbowls in the 1970s — a legendary run. My Uncle was a diehard Steelers fan…
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Why are My IRA Returns Disappointing?
A friend of mine was trying to figure out why his financial advisor was underperforming the market so badly. Over…
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Automated Budgeting Fast and Simple
I’ve discovered an excellent product to help make data-driven decisions with our money. The software is called Lunch Money — an…
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The Four Cornerstones of a DIY Retirement
So much has changed in the world of personal finance and investing over the past 30 years. ETFs and index…
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DIY Retirement Portfolio Rebalancing: When, How, Tools
Thanks to everyone who responded to the recent book giveaway. Your encouragement and kind words were uplifting. The responses gave…
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The Purpose Code: A Free Book Giveaway
Jordan Grumet (aka DocG) is a long-time thought leader in the financial independence and retire early (FIRE) community. His podcast,…
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Is it Worth the Cost?
Curious readers can download the Dividend Kings spreadsheet for free. Dividend Kings are 50+ stocks that have paid and increased their…
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Is a Roth Conversion Right for You? Consider These 6 Factors
The Roth conversion is a popular year-end tax maneuver for DIY retirement planners. It works just as well at the…
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