10.09.17
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Eight Questions to Ask Yourself Before Investing in Anything

There’s no shortage of investment recommendations out there. Your family members have opinions. Your friend that works for that financial company has suggestions. The internet

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Are You Ready for a Stock Market Crash?

I’m not in the business of predicting stock market crashes. Plenty of so-called financial experts have died on that hill and I have no intention

09.11.17
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Why Employer Stock Is One of the Riskiest Investments You Can Own

I have a client who works for Apple. He’s been there for years, loves his job, makes good money, and would like to spend the

08.28.17
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Sorry, But Your Home Isn’t an ‘Investment’

“It’s the best investment I ever made!” “Why haven’t you bought a house yet? You know you’re just throwing your money away on rent, right?”

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All About Bonds: How They Work and When to Buy Them

Stocks get most of the play when it comes to investment news, books, and articles, with bonds typically playing the role of the sidekick. But

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Five Reasons to Consider Investing Your Emergency Fund

You probably already know that it’s important to have an emergency fund. You know, money that keeps you out of debt and on track, even when

07.03.17
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Rebalancing: The Simple Way to Keep Your Investment Plan on Track

The best investment strategies are fairly easy to maintain. Once you’ve figured out how much to save, which accounts to use, and what your asset

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When and How to Use Your Roth IRA as an Emergency Fund

In an ideal world, you’d always have enough money to put toward all of your goals without making any sacrifices or compromises. But that’s not

05.29.17
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The Truth About Dollar Cost Averaging

Dollar cost averaging is a popular investment strategy that usually gets even more popular in environments like this, where all-time market highs and political uncertainty

05.15.17
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How to Create a DIY Pension Plan

The retirement savings landscape has changed a lot over the past few decades. It used to be that if you held a steady job for

05.01.17
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How to Choose the Right 529 Plan to Save for College

A 529 plan is a great way to save for your child’s college education, but it can be challenging to figure out which plan you

04.17.17
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Two Pieces of Unconventional Wisdom in the Traditional vs. Roth IRA Debate

There are some flaws in the conventional wisdom surrounding the traditional vs. Roth IRA debate that may be costing you money. The conventional wisdom says

04.03.17
handing money - how to maximize your 401k employer match is free money

How to Maximize Your 401(k) Employer Match

If I offered you the chance to immediately double every dollar you saved, would you take it? Of course you would! You work hard to

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401(k) Vesting: What It Is and Why It Matters

You’ve almost certainly heard that if you’re saving for retirement, taking full advantage of your 401(k) employer match should be your first step. That match

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The Pros and Cons of Investing With Robo Advisors

The last few decades have been very good for individual investors. Vanguard introduced the first publicly available index fund in 1976, and since then index

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I’d Rather Be ‘Average’ Than Broke

When you read up on investing, it’s easy to get the sense that there’s one way to invest for “average” people, and another way to

02.06.17
dad with newborn baby - when to hire a financial advisor

Six Times You Should Hire a Financial Planner (and Three Times You Shouldn’t)

Financial planners get a bad rap, and to a large extent that’s deserved. Far too many “planners” are really just salesmen in disguise, tasked with leading

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What a Good Financial Planner Does (and Doesn’t Do)

When just about anyone can call themselves a financial planner, it’s understandably hard for consumers to know whom to trust for financial advice. See, unlike