Clever or complicated tax strategies eventually perpetuate into regrettable outcomes. The cost doesn’t outweigh the benefit. The Write-off We immediately recall the classic Seinfeld episode where Kramer packaged up Jerry’sContinue readingWily Taxes

Most of us wouldn’t consider ourselves skilled investors since we don’t work on Wall Street. Does that mean we are all just lucky? Where does luck end and skill evenContinue readingThe Luck and Skill of Investing

We know that this refers to financial assets and that we should do it, but we often never get around to actually making the trades. To illustrate this point, I’mContinue readingRebalancing Your Assets

We’ve learned to hold onto to our investments through the roller coaster ride of volatility so we don’t lose our grip on the momentum we eventually will experience because itContinue readingThe Price of Letting Go

Most will agree that your home is an asset. But so is your car and that definitely is not an investment. Your home, however, grows to become the most meaningful,Continue readingIs Your Home an Investment?

A search on the word “modern” returns sources on modern living, family, eating, health, furniture and an entire image gallery of modern homes both inside and out, almost a fixation.Continue readingModern Investing

Back when I began contributing and investing in my 401(k), I knew there was a level of risk unlike the certainty of a bank account, but I truly had noContinue readingKnown Risk with Unknown Reward

Exchange-traded funds, not to be confused with EFTs, electronic funds transfer, holds a uniqueness to other types of funds. I interchanged the letters and said EFTs to our future CPAContinue readingThe Nuance of ETFs

There are things that online financial guides, YouTube videos and AI will not give you, personalized experience. Even professional financial planners and advisors will not have the breadth of experienceContinue readingInvesting in Index Funds: Things to Know

You will not find this compiled list anywhere. Frankly, you won’t find many sources of detailed guidance on managing a 401(k) readily. Many financial firms will offer to manage itContinue readingThe 401(k:) Hit List

One night a few weeks ago, I was driving to meet my husband for an event. I left at precisely the right time to watch an amazing sunset as IContinue readingThe Price of Stock

By the time you are in your 50’s and 60’s, a significant portion of your portfolio should be invested in bonds, from 20% to 50%, according to many online assetContinue readingThe Reality of Bonds

Most of us are unintentional, sideline investors who don’t necessarily understand their assets they invest in. It’s not something we learned in school and wasn’t required for our jobs. WeContinue readingThe Things You Should Know

I was late with the recurring weekend post. It was written; I just couldn’t post it. We flew back from Berlin on Monday where my husband attended a global companyContinue readingThe Illusion of Control

Sometimes procrastination is avoidance of the unknown. Trading that insider comfort of the known by avoiding the discomfort of discovering the unknown and the subsequent consequences. Back in February, IContinue readingInsider Trading