Robo Advisors - The Future or a Flop?

Robo-advisors are a new technology powered way to handle wealth management. They often consolidate all of your investment management, tax harvesting, and retirement planning requirements in the most efficient way possible.

Personal Finance, Net Worth

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Robo Advisors - The Future or a Flop?

Robo Advisors - The Future or a Flop?

Robo-advisors are a new technology powered way to handle wealth management. They often consolidate all of your investment management, tax harvesting, and retirement planning requirements in the most efficient way possible.

Personal Finance, Net Worth

Read More...

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How Will Bonds Do if Interest Rates Rise?

How Will Bonds Do if Interest Rates Rise?

With interest rates currently low you may be wondering how your bond fund will do if rates rise. In this post we explore a few scenarios of how it might play out.

Net Worth

Is Freelancing Better vs a Full-Time Job

Is Freelancing Better vs a Full-Time Job

Many employees due to their small monthly salary or boring work dream of one day becoming independent. Not everyone is cut out for it though.

Personal Finance, Budgeting

Budgeting for a Family Trip to Europe

Budgeting for a Family Trip to Europe

Heading to Europe? This article breaks down what it might cost for airplane tickets, accommodations, dining / food, attractions over varying stays.

Family and Finances, Budgeting

Wall Street Bets and Speculation vs Investing

Wall Street Bets and Speculation vs Investing

You won’t know what the heck is going on if you try to read WSB like a normal person. Here is a glossary of terms to help you decipher the jargon in WSB.

Financial Literacy, Risk Reduction

How Your Budget Compares to the Average

How Your Budget Compares to the Average

Most budgets are missing a key category - savings and debt reduction. Read on for how to use this fact to build out a sizable retirement.

Financial Literacy, Budgeting

Calculating MAGI for Various Tax Credits and Deductions

Calculating MAGI for Various Tax Credits and Deductions

Tax benefits and their phase out ranges are often based on Modified Adjusted Gross Income (MAGI). Updated for 2021. MAGI is calculated slightly differently for each program. See more below for how income is actually …

Personal Finance

Stock Market Returns by Decade

Stock Market Returns by Decade

Graphs of stock and bond returns by decade from 1930 - present, based on three different asset allocations (100% stocks, 50/50 each, and 100% bonds). The returns are often widely different from the average.

Financial Literacy, Net Worth

What Should a Car Cost per Day to Operate?

What Should a Car Cost per Day to Operate?

Are you paying as little as $2.50 per day, or over $10.00 per day for your car? Being attentive to how much your car costs and how those costs break down provides an opportunity to …

Personal Finance, Budgeting

Business vs Personal Bank Accounts for Freelancers?

Business vs Personal Bank Accounts for Freelancers?

Will be necessary to open a business bank account? In this post we explain all the information regarding personal vs business bank accounts for freelancers.

Financial Literacy

EE Bonds and I Bonds – Worth a Look

EE Bonds and I Bonds – Worth a Look

The United States Treasury offers two lesser known types of bonds which are sold directly to consumers. They offer distinct advantages over CDs, bond funds, and premium savings accounts which we will discuss below.

Personal Finance, Net Worth

How Does Gambling Affect Your Budget?

How Does Gambling Affect Your Budget?

Gambling can be a great way to have fun and hang out with friends. It is smart to think about how gambling can affect your budget and what the risks are. In some cases it …

Personal Finance, Budgeting

8 Ways Your Budget Changes When You Start a Family

8 Ways Your Budget Changes When You Start a Family

When you decide to start a family you’ll discover a completely new world of expenses to handle. Baby food, diapers, child care, and purchases like car seats, strollers, cute outfits, slings, carriers, high chairs, etc.

Family and Finances, Budgeting

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