I often recommend bond ladders for clients. This Kiplinger article explains how ETFs can be used in creating bond ladders. I'm even quoted toward the end of the
For anyone who finds themselves 5-10 years away from retirement, I'd have to recommend this book.
Its worksheets take you step-by-step through such
I love this book! I think that everyone who's close to retirement, or in retirement, will benefit from reading this book. You can read it all the way
I just listened to "The Investment Answer" by Daniel C. Goldie and Gordon S. Murray, which was recommended by a client. (Thanks, Mike!) I believe their views on
We all spend money. But do we do so wisely, so as to maximize the happiness it can bring to us? "Happy Money" by Dunn and Norton discusses the links
This is my go-to book for anyone who wants to take charge of their finances. It's straight-forward, easy to read, and very upbeat. Although I don't share
If you want to understand why I believe the best way to invest is to create a low-cost portfolio made up of well-run index funds with a good track record
Here's the link to the Forbes article that was just updated and lists hourly planners throughout the country. Guess who once again made the list!