Best Investment
I get this questions often. The best investment is your house vs stock. You might think I am smoking bad crack. What investment can you live in over 2yrs and make 250k tax free for single / 500k...
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Best Investment Follow Up
February 28, 2025 Best Investment Remembered what I said? If you lose 50%, then how many percent is required to break even? Be Careful!
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Hard to believe there is progress at IRS.
Note to self !!! There is no need for data entries nor attachments.
View ArticleCan You Afford to Retire Early?
Retrieved from https://www.schwab.com/learn/story/can-you-afford-to-retire-early March 19, 2025
View ArticlePersonal Choice Retirement Account (PCRA)
Read more about it https://www.schwab.com/pcra and https://www.schwab.com/resource/pricing-guide-for-retirement-plan-accounts Basically, I am not happy with the service and selection for current 401k....
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2025 Tax Change – Middle Class Still Screwed
What is the percentage difference between 12% and 22%? Many get this wrong. This is why the middle class is screwed. Retrieved from...
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Better To Get Paper Statements?
Ever heard of out of sight, out of mind? It looks like employer is not paying any fees.
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Complaints Filed With BBB for Voya
Saving my work in case it gets deleted. Forgot to mention spouse as 10 million in 401k and every time there is a change it causes HUGE impact to the funds – sarcasm....
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Learn Skills That Help You
At a young age, Jerry gave me the book Looking Out for #1 by Robert J. Ringer. I am reminded of my dear departed friend (Jerry Roberts) for his friendship and wisdom. Learn to invest.
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Cash Is Not King
Typical Asians hide money mattresses. I have finally started a portfolio for my spouse. Better to buy bottom then top. Before investing please understand and manage risk as everyone has a different...
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