Weekend Reading: The Case for Tax Adjusting a Portfolio
From the moment you enter the workforce and into retirement, you’ll find that all of your earned dollars are in fact not all yours. One way or another, Uncle Sam wants his share, so it’s crucial to consider the different values of your money based on tax implications.
Weekend Reading: You’ve Heard About Behavioral Finance. But What About Physical Finance?
Physical finance examines the relationship between finance and various physical factors, such as weather patterns and solar activity.
Weekend Reading: What it Means to Live a Good Life
You don't need to reach “old age” or face impending death to become more aware of the present moment and what you can offer the world.
Weekend Reading: Understanding the Basics of Stock Market Cycles
An awareness of how markets tend to move over time will help you better execute your investment strategy and feel more confident in times of volatility.
Weekend Reading: Annuities Are the Swiss Army Knife of Personal Finance
Annuities can be a versatile financial tool in your retirement plan, but it ultimately depends on your unique financial situation and goals.
Weekend Reading: Risky Business
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.
Weekend Reading: Debunking the Top 10 Estate Planning Myths
You need an estate plan. Regardless of your net worth or financial situation, an estate plan provides peace of mind that your assets will be distributed according to your wishes upon your passing.
Weekend Reading: Myths About the Traditional and Roth 401(k)/IRA That Affect How People Use Them
One of your biggest retirement assets will likely be a tax-advantaged retirement account. If you’re looking for the most efficient exit strategy for withdrawals while en route to retirement or ways to minimize the tax impact on these savings, it’s important to know how they function.
Weekend Reading: 7 Social Security Mistakes to Avoid
Your optimal Social Security claiming strategy doesn’t need to be complicated, but it does involve making sense of complicated rules and regulations.
Weekend Reading: How to Lower Your Tax Bill Next Year
A forward-looking tax strategy requires being proactive. To minimize your tax bill next year, you’ll want to consider employing tax efficient strategies for the remainder of 2023.
Weekend Reading: 19 Rules For A Better Life (From Marcus Aurelius)
Here, you’ll find guiding principles that lend to living a fulfilling and meaningful life developed from Roman Emperor and Stoic philosopher, Marcus Aurelius.
Weekend Reading: Similarities Between Roth IRAs And Non-Dividend Paying Stocks
Comprehensive retirement strategies require understanding the growth potential and tax impact of investment vehicles. Two options in your tool box include Roth IRAs and non-dividend paying stocks.