Mutual Funds and ETFs are very similar in some regards, and different in others. The purpose of this article is not to discuss the technical nuisances that distinguish the two investment vehicles. That topic would likely bore you to tears and is not very useful for most individual investors! … [Read more...]
Mutual Funds vs. ETFs: What’s the difference?
Does Divorce Affect My Social Security Benefits?
Author: Emily Tierney Getting a divorce is a major life change that has an effect on many different areas in a person’s life. Social Security may not be the first thing that comes to mind when thinking through the ramifications of divorce, but divorce does affect Social Security benefits. How does … [Read more...]
What is the right time to begin receiving Social Security benefits?
Author: Emily Tierney Deciding when to start receiving Social Security benefits is a big decision! You can start receiving Social Security retirement benefits as young as age 62 and as late as age 70. If you start receiving Social Security benefits before your full retirement age, your benefit is … [Read more...]
How much student loan debt is too much?
Author: Emily Tierney When it comes to taking out student loans to pay for a college education (or higher), it’s hard to know how much debt to take on. It’s also hard to predict what kind of income your future career will bring and if you will hold that job at that … [Read more...]
What is asset location?
Author: Brent Lemieux CFA® CPA This post is part of our series on how to save tax on investments. By making more tax conscious investing decisions, we give ourselves the opportunity to earn a higher after- tax return without really changing the overall composition of our portfolios. One strategy … [Read more...]