“Truly invaluable advice, plus a well written and interesting read.” —Margaret
“This book is a must-have for anyone, regardless of age, to understand how to grow and protect our money over the course of our lives.” — Adrienne
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Latest Articles
3-Step Guide to Mastering Bank Accounts and Cash Flow in Retirement
Congratulations on your retirement! Now, have you considered how you’ll handle your finances? The shift from a steady paycheck to drawing income from investments, social security, and perhaps other sources requires a different approach to cash management. This article was inspired by an email from a reader named Irving who asked the following question: “I’m…
The Spend Safely in Retirement Strategy
In 2017, the Stanford Center on Longevity analyzed 292 retirement withdrawal strategies. The study used eight metrics to measure how each strategy would satisfy various retirement income goals. From this analysis, the study identified what it described as the Spend Safely in Retirement Strategy (SSiRS). As described in a paper titled How to “Pensionize” Any IRA…
3 Best Robo-Advisors in 2024 (Out of 23 Evaluated)
Robo-Advisors promise to make investing easy at a very low cost. Investors have taken notice. According to one estimate, automated investing platforms will manage nearly $1.5 trillion by the end of the year. With dozens of options, however, picking the best robo-advisor can be overwhelming. To help, I examined about two dozen robos and narrowed…
Morningstar Investor Review And 2025 User’s Guide
Morningstar is best known for its stock, bond, etf and mutual fund research. Recently it launched Morningstar Investor, a paid service for retail investors. It replaces Morningstar Premium, a service I used for years. In this Morningstar review, I’ll take a deep dive into the Investor product and provide some tips on how best to…
Personal Capital (Empower) vs Mint: My Ratings After Using Both for Years
Personal Capital (now called Empower) and Mint (which is now closed) are two of the most popular personal finance apps today. I’ve used both for many years. In this article we’ll compare Mint vs Personal Capital to see which one is best. As is often the case, both Personal Capital and Mint have pros and…
Best Round-Up Apps for Saving and Investing in 2025
Saving and investing money is a lot like eating broccoli. We know we should do it, but it’s not so easy. One easy way to save money is with an automatic savings app. To help you get started, here are the best round-up apps for both savings and investing. Best Overall Round-Up App for Investing–Acorns…
