I’ve seen it over and over again with clients: they reached financial independence at some point in their 50s or 60s. And then, years later (maybe several years, maybe a decade or more), they inherited a whole bunch of money from their parents. And it’s not that the inheritance does nothing for them, but it really doesn’t change their lives dramatically, despite being a very large sum. Christine Benz recently discussed the implications of a […]
Before we explore new developments for 2025, 2024 was so chock full of Solo 401(k) developments that it deserves its own rundown. Then we will move onto 2025 Solo 401(k) changes. Vanguard Out! Vanguard transferred all of their Solo 401(k) accounts to Ascensus in 2024. Vanguard is now entirely out of the Solo 401(k) business. […]
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🎙️Episode #369 – Trying to decide between buying more rentals or paying down debt to reach financial freedom? I’ll share my own story of facing… The post Should I Buy More Rentals or Pay Off Debt? (Here’s What I Did) appeared first on Coach Carson.
Although we can be financially independent if we choose to, we decided to postpone FI by building up our dividend portfolio so we can one day live off dividends. We randomly set an FI target … Read more
We’re going to have a new President in 2025, and for the first time since Grover Cleveland was re-elected in 1893, we already have the The post Why I’m Selling Stocks Before the Trump Presidency appeared first on Impersonal Finances.
Comic book collectibles are a volatile investment strategy. Acquiring comics to collect for retirement planning is not something to be done on a whim. You need to know what you are doing. Comic book collectibles don’t gain or maintain their value like traditional financial investments. Collectibles aren’t tracked on financial indexes. However, some comic books […] The post The Best Comic Book Investments for a Secure Retirement appeared first on Personal Finance Advice.
The stock market outlook remains in an uptrend, after a bullish response to U.S. election results and another rate cut by the FOMC.
Asset allocation In the red zone In the last twelve months the Annualized S&P 500 Return (Dividends Reinvested) has been 37.197%. We are clearly in a bull market; one might even say pretty toppy. It’s a fair question to ask if investors should lighten up on stocks. Let’s think about it. One of the most important elements of investing is asset allocation. That is, the percent respectively allocated to stocks, bonds and other investment asset […]