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Making Sense of Social Security Survivor Benefits

Many retirees leave a lot of money on the table for their spouse by not understanding survivor benefits.

Ten Steps to Success for New Investors – Personal Finance for Beginners September 26, 2018 b

It was fun to think about what I would say to someone just starting out. The article focuses on much more than investing.

Why Investment Diversification Is Important for Success

Many younger investors are heavily weighted in U.S. stocks. See why that may cost them going forward.

Here are Five Things I Won’t Give Up Just to Save Money

Sometimes saving money goes too far. Here’s my list of what I won’t give up.

How To Overcome Depression And Anxiety

My interview with Jon Dulin from Compounding Pennies

Get Through Med School Reading at the Bottom 5 Percent of Students

This anesthesiologist, a teaching professor, got through med school in the bottom 5% of readers.

How to Choose a Financial Advisor

Here from someone who switched from Personal Capital.

Is the Backdoor Roth IRA Right for You?

Like many IRS rules, not following them can be costly. The same is true of the backdoor Roth.

When Transferring Retirement Accounts Which is Best – Direct or Indirect Rollover?

The IRS lays out the rules on how to accomplish both options. Violating those rules will cost you money in taxes, penalties, and loss of gro

Is the Pursuit of the American Dream Derailing Your Retirement?

Is the pursuit of this elusive, ill-defined dream bringing unwanted problems into our lives?

Why We Should Challenge the Way We Think About Things

Are you dug into a particular viewpoint? Are you open to another view? Check out this post.

What You Need to Know about Inherited IRAs

It’s important to know the rules for inheriting an IRA. Mistakes are costly.

Five Tips to Get Top Dollar When Decluttering

We gained $3,000 from decluttering. It was well worth the time and hassle.

How to Persevere When You’ve Hit Rock Bottom

Bill spent 10 years in prison starting at age 21. See where he is now.

It’s Official: I’m Leaving My Job. What’s Next?

After almost 8 years at my job, I’ve decided to part ways! Why? What am I doing? And a peak into my financials.

How to Survive Growing Up Poor in Urban America

My candid interview with Jerry from Peerless Money Mentor

How to Thrive After Two Job Losses in One Year

Two job losses in a year would devastate most. Not this family.

There is Hope for Addiction. I Know Because We found it.

And update on our son’s battle with addiction. There is hope!

Your Values and Your Money – Do They Align?

If your finances don’t align with your values, it will be hard to stick to a plan.

The Top Four Reasons to Delay Claiming Social Security

Claiming early can be costly. Here are four reasons to delay.