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There’s a popular perception that “dividend stocks”—i.e., stocks with a reputation for paying out consistent dividends—can deliver decent returns, while also creating a dependable income stream for spending in retirement or elsewhere. But is stocking up on dividend stocks really
In our last piece, we covered fund management costs. Next, let’s take a step back from the mutual funds, ETFs, or other holdings you decide to invest in. Where do these holdings live—and what does it cost to buy, sell,
What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Even when you know where to look
After taking a closer look at interest rates in part 1 and inflation in part 2 we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do? Big
Has rising inflation got you down? In our last piece, “Understanding Interest Rates,” we explored how rising and falling interest rates can impact a healthy economy. Today, let’s add inflation to the conversation. How Do We Measure Inflation? Inflation is
At its March 15–16 Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since December 2018, but it wasn’t a huge surprise. Fed Chair
In planning for retirement, one topic is often top of mind: What if Social Security goes bust? As we covered in a related post, Social Security Planning: A Balancing Act, most of us have been paying into the program our
As tax season is upon us, we wanted to take a moment to remind you that this season is the prime time for identity theft. At PlanSimple we care about your safety and security, so we wanted to take a
Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they approach retirement: “When should I (or we) start taking my (or our) Social Security?”
Whether you’re saving, investing, spending, bequeathing or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. But how do we plan when we cannot know? The particulars may evolve, but it seems
Ever heard of the 80/20 rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into it. This doesn’t always work. Sometimes, it’s worth going the extra mile. But often, by
2022 Investment Lessons 2022 was a rocky year for markets. Buckingham’s Head of Financial and Economic Research Larry Swedroe shares 10 investment lessons that show sticking to a well-thought-out plan remains the best strategy. READ MORE Economic Views: Inflation May
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