How To Calculate Your RMD, part 2

How To Calculate Your RMD, part 2

Calculate Your RMD, part II How to calculate your RMD, part II: in this video #357, Tom walks through a specific example of calculating a first year Required Minimum Distribution, or RMD. You'll need the values (as of 12/31 the year before) and also need the "life...

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Government Budget Mess: Lessons For Us

Government Budget Mess: Lessons For Us

Government Budget Mess: Lessons For Us Last week (September 30, 2023) , we endured another government budget mess, and we narrowly avoided another US Government shutdown. We've lost count: how many shutdowns have we narrowly avoided now? But there ARE some takeaways...

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Splitting Investments During Divorce

Splitting Investments During Divorce

Things didn't work out with your spouse, and now you need to figure out how to split your investments during divorce. Casey has got you covered in this week's video. He explains what happens to joint brokerage accounts, cost basis information (which affects taxes),...

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How To Lose Money, vol 3

How To Lose Money, vol 3

How To Lose Money, vol 3 An article in Morningstar recently showed how investors routinely lose money - on their own - by moving their money in and out of funds. This is another example how timing the market does NOT work.  It's not very complicated to see this is how...

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