acorns investment performance

Acorns Investment Portfolio Review

Recently, I did a review of the Acorns app. If you are not already familiar with the Acorns savings and investing app, you should read that for an introduction how to use Acorns first. It also covers questions like Is Acorns safe, What are Acorns fees, and If Acorns is …

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financial independence freedom

Achieving Financial Independence Is About More Than Money

Financial independence is a topic that has gained increasing attention in recent years. The ability to live life on your own terms, free from the constraints of financial stress and dependence on others, is something that many people strive for. Add that to an internet full of people living the …

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Tax Loss Harvesting for Regular Investors

Every so often, tax loss harvesting seems to show up in various marketing literature like it was just invented. The funny part is that tax loss harvesting has been around for a very long time. In fact, it’s less important today than it was before Bush the Second cut long-term …

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dividend king investing

Dividend Kings 2023

A somewhat overused concept, in my humble opinion, albeit a strong investing strategy is the Dividend Kings as derived from Dividend Aristocrats. The list of Dividend Aristocrats is made of S&P 500 companies that have increased their dividends for 25 consecutive years. The list of Dividend Kings is composed of …

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529 college savings investment options

How To Choose 529 Investments

If you don’t already have a 529 plan opened, you should start with the instructions for opening a 529 plan before worrying about which investments you use. Trust me, when I tell you, as a former financial planner, that the biggest drag on saving money for college isn’t choosing the …

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