Paying off debt is a major financial accomplishment, but doing so will require having patience, and of course, a debt repayment plan. Most people have to take on some kind of debt to pay for things like college, a home purchase and buying a car. These things are...
Mutual fund investors should be on the lookout for capital gains distributions in their accounts before the end of the year. Capital gains distributions will only affect your tax situation if you own them in certain accounts. Tune it to this week’s video to see...
In this week’s podcast, Casey and Brendan further their discussion on retirement withdrawal strategies. They discuss a recent piece of research that indicates the 4% rule for retirement might be out of date. Tune in to find out how stock market valuations affect...
If you save money for retirement, it’s important to know what the contribution limits are for your specific plan or account. Financial planning should start with the basics. You need to know how much you can contribute in order to figure out how much you should...
In this week’s podcast, Brendan and Casey discuss retirement withdrawal strategies. They highlight the different levers that can be pulled. And how making adjustments to spending can have a larger impact on “success rates” than portfolio changes....
In this week’s video, Casey discusses how “making as much money as possible” is not an appropriate investment objective. When the investment objective is unclear it can often lead to a mismatched amount of risk taking. Which is never a recipe for...
