These posts are related to Personal Finance topics. Including budgeting, credit scores, and investments.
I recently watched a live stream done by Stanford Institute for Economic Policy Research. They left it live stream recording so you do have to skip around some to the actual speakers. I got some pretty valuable information that I decided to document here. This is the link to the entire session https://www.youtube.com/watch?v=wJrynrsVXjM …
The purpose of this blog is to document what fee’s can look like in a 20 year investment. This is using a hypothetical Active fund with a 5.5% Front Load. Source for calculations was the following website https://www.nerdwallet.com/article/investing/mutual-fund-calculator The below table is showing a fund that actually beat the S&P 500. As you can see…
After learning that you need a CFP you might have some questions or unsure of how to find one. This post is for you! *** DISCLAIMER**** The following post is personal opinion and is NOT financial advice. Please see a professional with a certification to create a financial plan and make financial decisions. The…
A list of my favorite personal finance books with a short review of each.
To compare how the funds have done the best is to look at the 10 yr point and this site lets you enter in the symbols, just use a space between them. Like VFIAX and then put in one of yours. Like I used to have USISX. So I go in and enter VFIAX and…
Changes to 401k and IRA limits in 2019.
Short review of the Millionaire Next Door book. I include the top ideas and really useful material from it.
Short description of what Zelle is and how it works. It is a money transfer app between banks and credit unions.
An excellent graphical retirement calculator for showing money over time.