The following video covers the three reasons why I am not a big fan of Dave Ramsey’s advice on mutual fund diversification. While I disagree on this topic, I strongly agree with Dave’s programs for helping you manage your budget and become debt free. Overview 1) Dave says put money equally into a growth fund, aggressive growth fund, growth and income fund and an international … Read More
Why are you paying Capital Gains Tax when you didn’t make any money
If you find yourself in this situation here’s probably what happened
What is the best retirement income strategy for you?
I recently came across an online article in Forbes. The author is a well-known retirement researcher claiming yet another “best” retirement income strategy. So which strategy is best for you?
2 Year-End Mutual Fund Tax Mistakes to Avoid
Avoiding these 2 year end mutual fund mistakes could save you thousands of dollars on your taxes.