"The Humble Dollar" Articles

Navigating the complex world of Medicare can feel daunting, but taking the time to choose the best plan for you is crucial.

Although traditional quantitative tools exist to help control risk in an investment portfolio (Sharpe ratio, Treynor ratio, etc.), these can also be misleading because risk is multidimensional and sometimes psychological.

You’re certainly aware of the complexities that come along with navigating Social Security benefits. However, with conflicting information at your fingertips online, here are some Social Security myths to apprise yourself of as well.

You’ve heard of the most popular investment concepts and maybe feel more keen toward one over another in your retirement planning process. However, all come along with pros and cons you should be aware of.

You have tax strategies at your disposal to implement year-round. The first step is understanding what’s in your tool box, and the second is knowing the rules.

Your unique financial circumstances should ultimately determine the retirement guidance you follow. However, when you do consume retirement advice from the media or elsewhere, there are also several myths to be aware of.

English philosopher Carveth Read once said, “It is better to be vaguely right, than exactly wrong.” While applicable to anything, this concept can also lend guidance to your financial planning approach.

A worldwide pandemic instigated the beginning of a new economic climate after four decades of falling inflation and interest rates. Now, making smarter financial decisions includes following several revised rules for success.

If you had just three years left to live, what would you spend that time focusing on?

Here, author John Yeigh compiles a list of ten “whys” behind his choice to file for Social Security benefits just after full retirement age, instead of delaying until age 70.

The complexities of Social Security span wide, and that includes if you continue to work after starting benefits.

The “Margin of Safety” concept can be dated all the way back to the 1930s, first mentioned by American economist and author, Benjamin Graham. In the case of investing, it means you should always leave room for error, or the possibility that your potential outcome may not be precisely right.