VTINX (Vanguard Target Retirement Income) vs. VWINX (Vanguard Wellesley)
You’d like to get some income off your portfolio, be it in retirement or otherwise. You are also a fan of Vanguard. So, you’re sitting around looking at two funds that seem appealing, the Vanguard Target Retirement Income Fund (VTINX) and the Vanguard...
I CAN’T AFFORD TO RETIRE: A Letter to Federal Law Enforcement (Part 1)
Chris Barfield, CPA Financial Investigator, U.S. Marshals I hear this refrain all the time–“I can’t afford to retire!” Sometimes it’s phrased a little differently: “Where am I going to go and make this same amount of money?” Or, maybe...
The Best Financial Planning Spreadsheets…Ever!
At Least 10 Times a Week... ...I receive emails asking to provide access to my crappy, Social Security spreadsheets. The emails are so many I don't even respond anymore, which I feel guilty about. I also receive many other people's spreadsheets for me...
Vanguard Dividend Growth Vs. Vanguard Wellington Fund Vs. S&P 500
VDIGX Re-opens The news that the Vanguard Dividend Growth Fund(VDIGX) re-opened to new investors escaped me until subscribers on my Youtube channel mentioned it. Generally, I’m an index type-of-guy but I do appreciate a well-run, low-cost, actively-managed fund...
Tony Robbins is WRONG On Investment Fees!
Tony Robbins has helped countless people get their lives in order. I have nothing but respect for the work he’s done in that regard. However, when he talks about investment fees he is absolutely, 100% wrong. But not in the way you may think....