Connect

Blog Post

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 Wellesley...

I CAN’T AFFORD TO RETIRE: A Letter to Federal Law Enforcement (Part 1)

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 it’s, “Once I...

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 to...

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 too;...