Rolling Over Leftover 529 Funds Into A Roth IRA: Who Really Benefits?
A 529 plan is one of the best generational wealth transfer vehicles. Instead of just giving our kids or grandchildren money, it’s way better to...
Data Update 3 for 2023: Inflation and Interest Rates
If 2022 was an unsettling year for equities, as I noted in my second data post, it was an even more tumultuous year for the...
The Best Reason To Retire Early: Years Of Greater Happiness
I’ve finally discovered the best reason to retire early. A longer steady-state period of happiness. It has taken me 10 years of fake retirement to...
Tesla in 2023: A Return to Reality, The Start of the End or Time to Buy?
I am not much of a car person and view cars primarily as a mode of transportation. I drive a 2010 Honda Civic, a perfectly...
Shaunak Misra of Dumont Global: Tips on Navigating a Bear Market
Author: Maria Shepert Shaunak Misra is the new partner and senior analyst at Dumont Global, a New York based investment fund that focuses on orphaned...
The Triple Benefit Of Paying Off Your Mortgage Early
In 2022, my wife and I paid off our vacation property mortgage after 15 years of ownership. Now that it’s been several months since we...
Data Update 2 for 2023: A Rocky Year for Equities!
It is the nature of stocks that you have good years and bad ones, and much as we like to forget about the latter during...
Economic Devastation Might Be Exactly What We Need To Win
Since I left my day job in 2012, I’ve been constantly preparing for economic devastation. I had to because I no longer had a safety...