Low-Cost Target Date Funds
In the summer of 2016, Charles Schwab entered the low-cost lifecycle fund arena competing Vanguard head to head. At the time Schwab entered this market they we, in fact, cheaper than the old [...]
Income Taxes for 2018 and 2019
Okay, last week I posted a blog from a year ago when I warned of the potential tax situation for your 2018 liability. I know many of you have seen and read about people getting smaller refunds [...]
Re-post of February 13, 2018 – Taxes
This week I am going to re-post my February 13, 2018 blog entitled “2018 Tax Estimates and Their Effect on You.” As many people are finding out now their tax situation is not exactly what they [...]
Are Free Funds Really the Best Way to Go
I have talked about the need to be conscious of fees when purchasing mutual funds and exchange-traded funds (ETF) but there is a new twist in the ETF world. Yes, fees on mutual funds were around [...]
