A lot of my posts encourage investing in low-cost S&P 500 Funds and ETFs. My premise is that we need to invest in equities in order to build wealth. Look at the post on compounding as an example. At one point we compare the portfolio gains of 2 folks – Al and Peg – assuming […]
So How Do I Know The S&P 500 Will Go Up? Read More »
Two of my lunch buddies have recently gone through the harrowing experience of signing up for Medicare. Medicare is a nice benefit, but there are some important things to know before signing up. We’ll go through some key terms and decision points. Health Insurance Annual health insurance enrollment has always been a stressful time for
Navigating Medicare Read More »
In a recent post, I talked about how important it is to put away a little money in order to build an emergency fund and to invest. Investing over long periods of time has been a proven way to build wealth. While there are no guarantees in investing, the S&P 500 – an index of
Even More Ways to Save A Few Bucks Read More »
I hate catchy titles like this, but I wanted to put together a post that captured the simple things that all of us can do that will greatly improve our financial situation over time. I emphasize over time because time is the key. Read more here. The post starts with a woman named Sylvia who
Your Ticket to Financial Freedom Read More »
I have 106 different active investments. This includes stocks (69), equity mutual funds, bond mutual funds, IBonds, CDs, and Treasuries. That’s a lot. I sold Autodesk (ADSK) recently because of some accounting hijinx. I like the company, but there are enough companies that aren’t investigating their own accounting practices, or, even worse, being investigated for
25% of My Investments Account for 80% of Gains Read More »
Is leasing a car worthwhile or should I buy? Let’s take a look at the numbers and some other considerations. Buckle up! First, thanks to Mike T, one of our readers who suggested this post. I have always been firmly anti-lease. I have 2 main reasons: I had no facts to back it up, but
This morning, I was reading the trailer to a new movie called Thelma. Per IMDB: When 93-year-old Thelma Post gets duped by a phone scammer pretending to be her grandson, she sets out on a treacherous quest across the city to reclaim what was taken from her. Go Grandma! I’m looking forward to seeing the
Your Parents Need Your Help Read More »
After about 2 weeks with the Lexie B2 Plus powered by Bose, I’ve sent them home. If you’ve read my other hearing aid post here, you’ve heard how much I liked these hearing aids. They were great. They just weren’t as good as the Jabra Enhance Select 500, and they had one problem that was
Lexie by Bose Return Read More »
In many of my posts, I talk about the need to have an investment thesis for companies in which we choose to invest. This is a must, however, I’m not in love with the term thesis. The term thesis, to me, implies that there will be a lot of work and very little of it
A Thesis in 15 Minutes Read More »
Wait, What? How is that helpful? It’s not, but you may be paying more for car insurance than you should. Why? Read on to find out. I Hate Insurance I just recently sent in a check (well, not really, I use autopay to save 5%) to pay my annual car, home and umbrella insurance for
How Would You Like to Pay More For Car Insurance? Read More »