Buffett’s Annual Letter: Wise Words for Your Retirement by Charles Sizemore | Mar 3, 2021 | Personal Finance Investors anticipate Warren Buffett's annual letter every spring. Here's how you can apply some of his wise words to your ...
Fear the Bear: The Dangers of a Buy-and-Hold Nest Egg by Charles Sizemore | Feb 24, 2021 | Personal Finance Buy and hold is a great investing strategy, but a bear market near retirement can be devastating. That's where it ...
Should You Invest in a Beach House? by Charles Sizemore | Feb 10, 2021 | Personal Finance A beach house could be a good investment, but there are a lot of factors to consider like the length ...
2 Ways to Stay Ahead of the Taxman in 2021 by Charles Sizemore | Jan 20, 2021 | Personal Finance President Joe Biden's tax proposals could impact your retirement assets if you make enough money. Here are two ways to ...
Dodge the Tax Man With an IRA Reverse Rollover by Charles Sizemore | Jan 19, 2021 | Personal Finance IRA reverse rollovers are a great tactic that can shelter some of your retirement nest egg from taxes. Here are ...
Expert Advice: 3 Tips to Start the New Year Right by Charles Sizemore | Jan 2, 2021 | Personal Finance As we all get a fresh start in 2021, these three tips will help ensure that you have a profitable ...
Sneak in a Roth IRA Conversion Before December 31 by Charles Sizemore | Dec 9, 2020 | Personal Finance Roth IRAs are great, but you may not be able to take advantage if you earn too much. Thats where ...
Time Is Your No. 1 Asset When You Invest by Charles Sizemore | Dec 5, 2020 | Personal Finance When it comes to investing, time is your greatest asset. Here's one of the most important lessons you can pass ...
Rich Man, Poor Man: The True Power of Compound Interest by Charles Sizemore | Dec 3, 2020 | Personal Finance Richard Russell laid out the power of compound interest in his article, "Rich Man, Poor Man." Here's how to replicate ...
Protect Your Retirement From Biden’s Tax Plan by Charles Sizemore | Nov 30, 2020 | Personal Finance Joe Biden's tax plan could affect some wealthier earners. Here are some ways to protect your wealth if the plans ...