By someone who’s seen the fine print—and lived to tell the tale. Reverse mortgages promise the financial equivalent of a free lunch: stay in your…
Author: Craig Wallin
Hit the Road, Forget the Lawn, and Find Out if That Squeaking Sound Is Coming From You or the Axle There comes a moment in…
Make Money in Your Pajamas Without Learning TikTok Dances Let’s get one thing out of the way: I’m not against traditional retirement activities. I think…
How to Avoid Driving Your Retirement Off a Cliff (and Still Have Fun on the Road) There’s a saying that “rules are meant to be…
Dynamic Allocation: Adjusting Your Portfolio as You Age
Posted in Bucket Strategy, Professional Help, and Retirement Planning
How to Keep Your Portfolio from Turning into a Museum Exhibit When I was 25, I believed I was invincible. I wore loud shirts, ate…
How to Invest in Property Without Plungers, Plywood, or People Who Don’t Pay Rent There’s an old saying that “real estate is the best investment…
By a Slightly Bewildered Retiree Who Read the Fine Print So You Don’t Have To Let’s be honest: when most people think of life insurance…
Discover how academically backed investing strategies can lead to long-term success—without the guesswork. If you’ve ever felt like picking stocks is a bit like throwing…
Understand the tradeoffs in low-volatility stocks so you’re not caught off guard I’ll never forget my first foray into the world of low-volatility investing. Mostly…
Use Tax-Loss Harvesting to Offset Gains and Lower Your Tax Bill
Posted in Slash Taxes, and Tax Loopholes
Let me start by saying that I once thought “tax-loss harvesting” involved tractors and perhaps a bumper crop of IRS refund checks. I pictured myself…