2025 P-Fin Index Shows Gen Z Lagging in Personal Finance
Gen Z scores only 38% on the 2025 P-Fin Index, revealing a widening literacy gap with older cohorts and heightening c...
Yearly Tax Planning For Index Fund Losses
Overview of a yearly tax planning approach for index fund losses, detailing steps to track opportunities, document losses, and optimize filings.
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Remembering Bill Archer and the Fiscal Policy Legacy
A thoughtful tribute to a public figure whose approach to tax policy blends discipline with cooperation. This piece p...
Florida, Pennsylvania, California? Who Keeps More Cash?
Three retirees each own a $1 million dividend portfolio, but their take-home cash varies widely by state due to taxes...
Your RV Qualifies for the Same Mortgage Interest Deduction
A little known tax rule lets certain RV loans qualify for the mortgage interest deduction. As rates move with the eco...
Are Leveraged ETFs Smart Tools or Speculative Bets?
Leveraged ETFs promise fast gains, but they can also magnify losses. This guide explains how they work, when they mig...
SpaceX Could Tilt Investors Toward Nasdaq-100 Again
Investors are debating whether SpaceX could tilt investors toward the Nasdaq-100 if the private company ever joins th...
IVV vs SPY: These ETFs Are Not the Same
IVV and SPY both track the S&P 500, but they aren’t identical. This guide breaks down cost, liquidity, tax considerat...
You’re Gonna Get That $200,000 Back Tax-Free Growth
A Ramsey segment this week urges retirees to consider Roth conversions to sidestep the 10-year inherited IRA trap, po...
Millionaire Interview: Lessons From Wealth Builders
What can a so-called millionaire interview teach the everyday saver? Plenty. This article distills practical habits, ...
Would Anyone Schb Instead? Choosing SCHB Over MAGS
Investors often weigh broad-market funds against themed tech ETFs. This article explains why would anyone schb instea...
Millionaire Interview Update: A Fresh Look at Wealth Growth
In this millionaire interview update, we reconnect with a seasoned saver and investor to learn how their wealth has e...
Hidden Cost of Large Withdrawals From IRAs Revealed
A routine retirement withdrawal can trigger unexpected taxes as Social Security becomes taxable. This analysis explai...
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