Case Study: Reader Portfolio Review
…These are companies whose earnings are expected to grow at an above-average rate compared to its industry or overall market. On the other hand, Value funds invest in value companies….
…These are companies whose earnings are expected to grow at an above-average rate compared to its industry or overall market. On the other hand, Value funds invest in value companies….
…be tax-free. Besides this obvious tax advantage which makes the Roth IRA an appealing investment vehicle, here’s a few other benefits: No required minimum distributions. There’s no requirement to take…
…went to Navient and downloaded the payment information for each loan. Both Navient and FedLoan Servicing allow you to download previous payment information in Excel format, so I hope your…
…expire at some point. Term life is simpler because you generally make the premium payments, while whole life can become complicated with figuring out the cash value component, and if…
…A few from the Bogleheads: Sunny’s Investment Policy Statement (Compact and Concise) Peter’s Investment Policy Statement (Company and Concise) White Coat Investor’s Investment Policy Statement Dale’s Investment Policy Statement (Comprehensive)…
…and collect and distribute commissions between agents on either side of a transaction. The commission structure is set by the seller who pays the commission for their listing agent as…
…divided $200K by 10 years to get the roughly $20K in “benefit” you’ll receive annually from the PSLF-eligible job. Of course that money essentially comes to you tax free, so…
…by yourself. Home gyms can reduce the commute to a commercial gym, and while expensive at first, can become a valuable long-term investment. Even one of these can free up…
…you consolidate your loans you end up with a “new” Direct Federal loan which completely restarts the clock when it comes to making 120 qualifying payments (i.e. all of your…
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