Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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“Wealth is the ability to fully experience life.” – Henry David Thoreau
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
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White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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Where Do You Want Your Financial Roadmap To Take You?
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.