Book RecommendationsInvestingFinancial Freedom by Grant Sabatier | Book Review1 Feb at 3:26 am0Here’s what I thought of Financial Freedom by Grant Sabatier as a CFA, CFP, & parent. I returned to my…Read More
Saving for KidsUTMA vs. 529: Comparing Children’s Investment Accounts21 Jan at 7:41 pm0This article compares UTMA vs. 529 accounts. Picking the right type of children’s investment account can be just as important…Read More
Economic EqualityHow the Rich Stay Rich: The Estate & Gift Tax Exemption15 Jan at 7:21 pm0Take a guess. What size inheritance can Americans give at death before being taxed by the IRS? I’d wager that…Read More
InvestingAre Target Date Funds Good Enough?6 Jan at 9:15 pm0Target date funds make up approximately $3.3 of the $8.9 trillion assets in all defined contribution plans. As of 2019,…Read More
InvestingShould You Be an Aggressive Investor?30 Dec 20221 CommentShould you be an aggressive investor? Personal finance personalities tell you to take too much investment risk while society influences…Read More
InvestingSaving for KidsPA 529 Plan Investment Strategies & Avoidable Pitfalls15 Dec 20221 CommentHow are other families investing in the PA 529 Plan? This article outlines their behavior, including two intriguing strategies &…Read More