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Financial Planning
Photo credit: stavos Around this time every year, “well-used” shirts magically disappear from my closet. For years, I thought I was losing my mind. Then I realized that it was my wife’s not-so-subtle way of telling me it was time to do a little spring cleaning. Out with the old, in with the new. She’s...
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First-quarter 401(k) account statements will be arriving in mail boxes in a few short weeks. When they do, a lot of Americans will wonder why they even bothered contributing. For all of the day-to-day noise, the market is going to finish the quarter pretty much where it started. And to think, the market hasn’t even...
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Tadas Viskanta at Abnormal Returns posted an interesting piece on the rise of robo-advisors: Peak Robo-Advisor? Tadas asked his fellow financial bloggers to chime in on the robo revolution, and I shared my thoughts below: Q: Venture capital has likely dried up for stand-alone robo-advisors. If so, where does the business of rob-advising go? Or said...
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Americans who retire or change jobs face one of the most important questions of their financial lives: What to do with a 401k plan that might have ballooned to be a huge piece of their net worth after years of saving and employer matching. Excluding the value of any home equity, the 401k plan might...
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Nothing – and I mean nothing – will change your life as dramatically as the birth of your first child. It’s a wonderful experience and one that I hope everyone gets to experience. But it will turn your life upside down. That chic apartment downtown no longer makes sense… nor does that sporty two-seater car....
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