The names might be similar, but there is a huge difference between financial planners who are fee-based and those that are fee-only. Make sure the person who’s managing your investments has interests aligned with yours.
Investing doesn’t have to be complicated.
Buy the whole stock market.
If we start from a basic premise, we know that the world as a whole owns the entire stock market. Meet the Gotrocks family—they own everything in the world—and see what happens to their overall wealth once they begin trying to get themselves ahead of others.Read More
Looking to Outsource?
Sometimes life is too busy and you don’t want to do it all yourself. Over the years, many people have asked me to connect them with the “good guys” in the financial services industry. Below are people and companies that I’ve personally vetted (often meeting them in person). Know that they are paid advertisers on the site but that I routinely recommend them to friends and colleagues and would do so even if they weren’t advertisers.
Earnest combines technology with financial backing from Navient to offer better customer service and good rates.
Student Loan Planner
Many readers have already used Student Loan Planner to help them figure out the optimal repayment strategy for their student loans.
Looking for an insurance agent that won't try to talk you into buying whole life? Pradeep is no frills and no pressure.
Latest posts in Investing
Lawyers and other high-income individuals have a lot of things to consider when setting up a financial plan. These 7 topics should each be addressed in the plan that you develop either yourself or with your CFP to manage your money.
Here’s a guide to help you make good decisions, control expenses and build wealth with this budget template.
What are the most attractive markets and industries for real estate crowdfunding right now?
Purchasing a low-fee target date fund during the beginning of your investment career is an easy way to get started.
One of the most challenging aspects of investing is deciding which securities to invest in while meeting your financial goals. If you are looking for simplicity and low maintenance, the Bogleheads’ three-fund portfolio approach may be the solution.
The financial services industry pours millions of dollars into advertising in an attempt to convince you that you need their help to find a solution. Luckily, most of us are making the same mistakes over and over again (myself included), so you can learn from us. Here’s the most common mistakes that I see.
The Health Savings Account is the best tax-advantaged account available. If you are on a high-deductible health insurance plan, make sure you have an HSA.
Here’s everything you need to know to open a Roth IRA at Vanguard.