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 [...]

Posted July 31, 2008 in Investing, Retirement | 3 Comments »

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 [...]

Posted July 29, 2008 in Investing | 1 Comment »

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 [...]

Posted July 28, 2008 in Investing | 1 Comment »

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 [...]

Posted July 22, 2008 in Investing | 3 Comments »

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 [...]

Posted July 7, 2008 in Goals, Insurance, Investing, Organization, Savings | 9 Comments »