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Latest Articles
8 Best Investment Tracking Apps
The ideal investment tracking app makes managing investments a breeze. Investment apps can track not only the portfolio’s performance, but also its fees, asset allocation and projected future growth. What follows are some of the best investment tracking apps based on numerous factors, including cost, features and ease of use. Note that I have used…
Empower Review and User’s Guide (Update for 2025)
Empower is a financial tool that enables you to manage 100% of your finances from a single dashboard. Previously called Personal Capital, I’ve used the app for years. In this Empower review and user’s guide, I’ll walk through all of its features and how to leverage them to help you make the most of your…
Monarch Now Shows You Exactly What You Bought on Amazon, And Categorizes It
Who doesn’t love Amazon? It’s fast, convenient, and a one-stop shop for anything from vitamins to vacuums. But, it can also get messy. Especially when it’s time to sit down with your budget and figure out where all your money went. Take our household, for example, when a $27.13 charge shows up on the credit…
ProjectionLab Improves Life Expectancy and RMD Calculations (March 2025 Update)
ProjectionLab just released several updates to its financial planning software. Its new partner life expectancy milestone makes it easy to model one partner outliving the other. While not something one likes to dwell on, the death of a spouse has significant implications for the surviving spouse and their retirement plan. The new feature makes it…
10 Best Investment Broker Bonus Offers of 2025
Like many other businesses, investment brokers sometimes offer bonuses to encourage investors to sign up with their services. Not all brokers offer a sign-up bonus, but a surprising number do. In this article, we’ll look at the 10 best investment broker bonus offers available in 2025. Be aware that each of these bonus offers has…
Higher Isn’t Always Better: The Surprising Truth About Safe Withdrawal Rates
Morningstar recently released its annual report on the state of retirement income. It’s the fourth such annual report. In each, Morningstar uses assumptions about future market returns and inflation to estimate the safe withdrawal rate (SWR). In this year’s report, Morningstar estimates that the SWR is 3.7%. This means that one could spend 3.7% of…
