Curated Posts
The Curated Posts, which is part of our Curated Corner, gathers and shares articles from reputable publications for your educational benefit. We hope you enjoy reading them as much as we did.
Meeting Vanguard’s John Bogle: A Reflection
by Scott Puritz“Legacy” is a loaded word. It suggests principles and ideals that will outlive one generation and guide the next. For parents, even those who are engaged, the journey often requires letting go and allowing children to make mistakes and learn. When reflecting on legacy and the knowledge that fosters success and happiness, one figure comes… Continue reading
Medicare plan options are confusing. This book may help.
by Sonja Breeding, CFP®Medicare Made Simple? Not Quite: Decoding the Alphabet Soup to Maximize Your Coverage. Medicare plan options are confusing. This book may help. By Michelle Singletary, November 22, 2024 For all its pluses, Medicare can be a hellish system that befuddles and frustrates so many beneficiaries. Medicare provides health insurance for millions of Americans 65… Continue reading
What Will Happen to Social Security After Trump Takes Office?
News you can use: How does the Trump win impact your Social Security benefits? What Will Happen to Social Security After Trump Takes Office? By Tara Siegel Bernard, November 14, 2024 Americans are polarized on many issues, but there’s at least one program that continually wins nearly everyone’s support: Social Security. It isn’t subject to… Continue reading
Managing the Risks and Taxes of Highly Appreciated Stock
by Matt Jude, CFP®, ECAInvestors who have done well over the years – whether through savvy stock picks, favorable market returns, or just good luck – often find themselves with a unique set of problems to deal with. After holding stocks for a long period of time and achieving substantial returns, investors may have two unexpected issues to be… Continue reading
Seven Lessons for New Retirees, From a New Retiree
A former Kiplinger editor shares financial lessons from his first year of retirement. Seven Lessons for New Retirees, From a New Retiree By Mark Solheim, August 21, 2024 I retired as editor of this publication a year ago, and although I miss the writers and editors I worked with for many years — and the… Continue reading
How to Stay Sane When Markets Get Wild
Long-term stock market investors earn more by ignoring short-term noise. How to Stay Sane When Markets Get Wild By Jason Zweig, August 9, 2024 Stop trying to make it make sense. Just about every volatility storm in the markets quickly morphs into a baloney blizzard, as Wall Street’s market strategists and a swarm of online… Continue reading
How One Man Lost $740,000 to Scammers Targeting His Retirement Savings
Are you over 60 years old? If yes, you may be a prime target for internet criminals. How One Man Lost $740,000 to Scammers Targeting His Retirement Savings By Tara Siegel Bernard, July 29, 2024 For nearly three months, Barry Heitin, a 76-year-old retired lawyer, thought he was part of a government investigation that felt… Continue reading
What Presidential Election? So Far, the Stock Market Doesn’t Care.
Despite political drama, stock market professionals are focused on economic factors rather than election results. What Presidential Election? So Far, the Stock Market Doesn’t Care. Traders appear to be focused on possible Fed rate cuts and corporate earnings, and are remarkably indifferent to political fortunes, our columnist says. By Jeff Sommer, July 19, 2024 With… Continue reading
The 401(k) Rollover Mistake That Costs Retirement Savers Billions
WSJ Columnist Jason Zweig, as he returns from a lengthy sabbatical, excellently illustrates Rebalance’s tried and true mantra: think long-term and turn off the “noise”. The 401(k) Rollover Mistake That Costs Retirement Savers Billions Much of the money moved into IRAs misses out on market returns By Anne Tergesen, July 22, 2024 Workers miss out on… Continue reading