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Generational Wealth, It Only Gets Better

By: Marie from PA If you believe the financial media they would lead you to believe that you need millions and millions of dollars for retirement. Let’s look back on my prior two generations and see how they did it. My grandparents were married for more than 50 years...

Two Retirement Books You Must Read – NOW

I Think A LOT About The Future of Retirement I imagine you do the same. Unfortunately for me, and maybe not for you, I was blessed(cursed) with a contrarian gene at inception. Not sure why but I've always had a need to try to poke holes in prevailing conventional...

Federal Employee Group Life Insurance (FEGLI) Explained

By: Chris Barfield (Another great article from Chris Barfield over at BarfieldFinancial.com. I HIGHLY suggest you subscribe to his newsletter.) Everyone is looking for something they can do to make a big impact in their personal finances. This article is one of those...

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;...