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...
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...
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...
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...
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...
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...
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...
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...
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...