Here’s what we told our clients about Suze Orman’s retirement advice:
The Dirty Little Secret the Discount Brokers Hope You Never Discover
Our take on a Wall Street Journal article about how discount brokerage firms motivate and influence their salaried advisors to steer clients towards more expensive solutions.
Say “No” to Bond Mutual Funds
Here’s why we aren’t big fans of bond mutual funds. Even low cost index bond funds from Vanguard.
The Best Way to Pay Off Your Mortgage Using Retirement Money
Having your home paid off at or before retirement is a great idea. But what if all your money is wrapped up in retirement accounts, like 401(k)s and IRAs? What is the best way to pull money out of those accounts to pay your mortgage off?
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