Over the last couple of years in a higher interest rate environment, the appeal of I Bonds went from Zero (kind of like their returns prior to 2021) to Kardashian-level break-the-internet appeal. Many clients have asked if they should get…
After many years of low inflation, starting in 2021 I Bonds began having their moment. So, here is a primer on how I Bonds work (today’s blog) and how you might use them in your portfolio (next week – that’s…
Thanks to alert reader and all around supportive husband Sean Sullivan for showing me this graphic from Visual Capitalist illustrating how much income it takes to live comfortably in each state. This is helpful in my business, because…
It’s looming! Around the country, freshman dorm move-in date is coming up in 2 weeks. Let’s all join hands and NOT spend as much as a semester’s tuition on stuff for our kids’ dorm rooms. Now, I realize that some…
Do we have to be serious all the time about investments? Here’s hoping that even when stocks and bonds go down, a sense of humor can keep us from making emotional trading mistakes.
I’ll make this quick: Roth Conversions for people entering retirement are often not the best idea, despite what you read in (numerous, unending, relentless) articles in financial media. Yes, some of you may have outsized buckets of tax-deferred money, which…
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