Money

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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Early Retirement is the Wrong Goal

A more in-depth talking head version of this article is available on YouTube (view below).  I chased early retirement for…

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Individual Stocks vs. Index Funds

Though opinions vary on individual stocks vs. index funds, my own investments reflect a blend of both, from dividend and…

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The Creation Mindset – Accelerate Your Wealth Trajectory

Buying compact discs (CDs) used to be a thing. That’s how we bought music back in the 1980s and 1990s.…

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Ode to the Passbook Savings Account

On December 1st, 1986, my Mom took me to open my first bank account at the local Dollar Bank branch.…

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Financial Confidence is the New Financial Independence

The FIRE movement made the rounds in national news for a few years and still gets a head nod here…

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The “Minus Your Age” Rule of Thumb for Asset Allocation

The minus your age rule of thumb is a simple math formula used in personal finance to help DIY investors…

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