Archive for the 'Investing' Category


How to Make Early Roth IRA Withdrawals

I will begin early Roth IRA withdrawals later this year. When I said that I’ll be living off my retirement funds and making withdrawals, SVB at The Digerati Life wanted more information. There are a few options on how to access funds while I’m still in my 20s.
Roth IRA Withdrawals
It’s easy to get confused [...]


Writing Bylaws for Your Investment Club

Starting an investment club is much easier if you can see how others have done it in the past. I reviewed the goals, responsibilities, and club business in how to start an investment club and covered our investment club portfolio and returns.
A reader, Kevin, is interested in starting his own investment club. He emailed [...]


Mid Year Investment Portfolio Update

Mid year is a great time to review your portfolio and asset allocation. It’s the first task I listed in 10 Important Tasks for Your Mid Year Checkup.
Since we’ve had a few big changes in our life lately, we’ve tweaked our portfolio to account for the new lifestyle. Here’s a closer look into our [...]


4 Things to Consider When Picking the Right Investments

This article is a guest post by Rich Leverage, author of Rich Credit Debt Loan. Rich focuses on leveraging debt instead of eliminating it… clearly a strategy that I’m fond of. If you enjoy the article, please consider subscribing to his feed.

Why do some people succeed in the stock market like crazy and other people [...]


10 Important Tasks for Your Mid Year Checkup

We’re half way through 2008. It’s a great time to do a mid-year checkup of your financial situation. Here are a few of the topics that I like to revisit in the summer to make sure that we are on track!
1. Asset allocation rebalancing. Have you rebalanced your portfolio lately? With the decline in the [...]


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