Super-fast blog today! If you are looking to generate regular payments out of your portfolio and find yourself in a quandary of what securities to sell, try this: Turn off the dividend/interest reinvestment feature in your mutual funds. Those distributions…
Is it safe to write about the banking crises that almost was? I try not to feed into the media frenzy when financial news is freaking people out. Maybe we can look back now and see what happened and if…
This week I am excited to share the expertise of interior designer Michelle Ku. What does this have to do with personal finance? Your house is a huge investment. Of course, you want to surround yourself with colors and objects…
I think of creating retirement income plan in terms of funnels and buckets. The funnel is the decision-making process. The buckets are where your various accounts are placed and invested for income. First, the funnel. Start wide at the…
Welcome back. For those of you who have stuck with this series, you are rounding 3rd base! Almost through the quick tutorial to help decide what order to tap your savings for retirement. Withdrawal Method #3: Pro Rata. Take withdrawals…
Welcome back to the bite-size tutorial series about retirement withdrawal methods. This week we look at Method #2. Method 2: Tax-Deferred accounts first, Taxable (aka non-retirement accounts) second, Roth last. Pros: Spreads taxes owed on deferred accounts over a longer…
Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.
