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The good news is: none of those are problems. The first two are in fact explicitly what you should expect. The third is also normal and in fact often desirable, relative to having the check mailed ...
Oblivious Investor offers a free newsletter providing tips on low-maintenance investing, tax planning, and retirement planning. I don’t think there’s anybody whom I can definitively say has taught me ...
I’ve seen it over and over again with clients: they reached financial independence at some point in their 50s or 60s. And then, years later (maybe several years, maybe a decade or more), they ...
One thing I run into frequently — both working with clients and via correspondence with readers — is people who have financial goals that, to put it bluntly, are not very good. And to be clear, I just ...
Sometimes I receive questions from people who are doing a qualified charitable distribution (QCD) for the first time and something doesn’t go the way they expected. Most often: “The brokerage firm ...
This blog is dedicated to spreading the idea that investment success is based upon stubbornly following a few (very simple) principles: Diversifying your portfolio, Minimizing costs (such as brokerage ...
Please note that this calculator is only intended for sole proprietors (or LLCs taxed as such). If your business is an S-corp, C-corp, or LLC taxed as such, please consult with your tax professional.
Profit from Business (whole dollars, no commas or dollar signs) Other Earnings e.g. from a day job (whole dollars, no commas or dollar signs) ...
How to build a low-maintenance, diversified portfolio. How to reduce your overall tax burden. How to reduce the costs you’re paying for your investments. Enter your email address to subscribe.