Recent Articles By The Author
How to Avoid Another Tax Headache From Big Distributions
Many investors are paying for not organizing their portfolios in the most tax-efficient way. Reinvest in different funds or tax-favored accounts and reduce the problem.
Why Retirees Now Have to Question the 4% Withdrawal Rule
To get to a living-large lifestyle in retirement, you're going to need more flexibility than blind adherence to a money withdrawal rule.
'HELOC Creep' Means You're Going to Waste Your Great Home Equity
Homeowners who take out a home equity line of credit for one purpose but use it for another risk higher rates for low value.
Why You May Not Need Long-Term Care Insurance After All
Yes, you might need nursing-home care. But the most common figures about those needs don't tell the whole story.
Build Refinancing Rainy-Day Fund, Protect Against the Unexpected
If you've just bought a home and have a brand-new mortgage, the last thing on your mind is refinancing. But the unexpected does happen.
Millennials Could Benefit From the Flexibility of Taxable Investing
Millennials get it: save early and often. Taxable accounts offer flexibility and other benefits of special value to young investors, features not found in retirement-oriented accounts.
Why Old-Fashioned Taxable Accounts Are O.K. for the Young
There's no shortage of experts urging young workers to put all they can into 401(k)s and IRAs, but those vehicles have drawbacks.
How Near-Retirees Can Do Their Investing ‘Coasting’ Stage Right
Do you know about the coasting stage, geared to near-retirees who expect to live longer than their parents did?
Turn Your Useless Wedding Gifts Into Down Payment on a House
A young couple getting hitched once needed lots of things, and friends and family responded with household items such as dishes and silverware. Times have changed.
5 Reasons It's Good News When Increases in Home Value Slow Down
Homeowners can make more money when prices rise fast, but over time, owners and prospective owners are best served by a calm, orderly market.