
The 4% Rule and FIRE: What early retirees should know
The 4% rule has become the unofficial gospel of the FIRE movement. Save 25 times your annual expenses, withdraw 4% each year, and you’re set
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The 4% rule has become the unofficial gospel of the FIRE movement. Save 25 times your annual expenses, withdraw 4% each year, and you’re set
The federal government has announced significant changes to retirement contribution limits, tax brackets, and other key financial planning numbers for 2025. While some adjustments reflect

Portfolio concentration risk develops quietly. A single stock performs exceptionally well, your employer grants you stock options year after year, or you inherit shares from
As we gather around the Thanksgiving table this November, many of us naturally think about giving back. Whether you’re planning year-end donations or looking to

November brings Election Day. But if you own stocks, you actually have voting opportunities throughout the year. Many shareholders never realize they possess this power.

Index funds have become the default investment choice for millions of Americans. Their low fees and simplicity appeal to investors at every level. Financial media

Halloween is the perfect time for scary stories, and while most people think of ghosts and goblins, investors know that true terror comes in a

You’re weighing two job offers. Both companies offer competitive salaries and good benefits. But one is an early-stage startup offering stock options. The other is

Fixed-income investors face a challenging environment. Traditional bonds struggle to keep pace with inflation. Meanwhile, residential solar panels can quietly deliver double-digit returns for homeowners
September is National Estate Planning Awareness Month, making it the perfect time to tackle this often-postponed task. Estate planning isn’t just for the wealthy—it’s for