Don’t Pay More Tax Than Necessary!
Generally, interest paid by federal government bonds is exempt from [...]
Health Savings Accounts
Health Savings Accounts (HSA) offer the best of both Pre-Tax [...]
Government Debt and Deficits
Federal deficits and the national debt have been heavily emphasized [...]
Roth IRA vs. Traditional IRA
As we’re nearing the end of the year some folks [...]
Stock Market Valuation Update
This morning I updated my 12-Year Annualized Returns Matrix (table [...]
Inflation Update and an Inflation Misnomer
Inflation for the United States is “officially” around 2.9%. This [...]
U.S. Large Cap Stocks Have Never Been More Expensive
Executive Summary U.S. large cap stocks have never been more [...]
Retirement Planning Series, Part 3: Optimizing Investment Strategy
In this Part 3 of the Retirement Planning Series, the [...]
Retirement Planning Series, Part 2: Sustainable Spending
In Part 1 of the Retirement Planning Series I wrote [...]
Retirement Planning Series, Part 1: Freedom Granted
Retirement planning helps us answer two critically important questions: How [...]
