How to Use the "Rule of 55" for Early Retirement
Most people believe their retirement accounts are completely off-limits until age 59½. But there are several ways to access your retirement funds earlier, including something called the Rule of 55.
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E281: How Donating Appreciated Stock to Charity Can Save You Thousands in Taxes
If you're charitably inclined and have investments in a taxable brokerage account, you might be leaving significant tax savings on the table. Most people automatically reach for their checkbook or credit card when making charitable donations, but there's a more tax-efficient strategy that could save you thousands of dollars over time.
E280: Should I Use My HELOC as an Emergency Fund?
Using a HELOC as an emergency fund isn't always inherently wrong, but it's also not the straightforward optimization it might appear to be on the surface.
E279: 3 Ways to Invest in Crypto (and My Preferred Method)
Cryptocurrency has moved from the fringes of finance to a mainstream investment option. If you're considering adding crypto to your portfolio, you have several ways to gain exposure.
How Donating Appreciated Stock to Charity Can Save You Thousands in Taxes
If you're charitably inclined and have investments in a taxable brokerage account, you might be leaving significant tax savings on the table. Most people automatically reach for their checkbook or credit card when making charitable donations, but there's a more tax-efficient strategy that could save you thousands of dollars over time.
Should I Use My HELOC as an Emergency Fund?
Using a HELOC as an emergency fund isn't always inherently wrong, but it's also not the straightforward optimization it might appear to be on the surface.
