College Savings Plans
- WSJ (6/2013) The Experts: Are 529 Plans the Right Choice for All Families Saving to Send Their Kids to College?
- US News & World Report (2/2015) College Savings Plans Pros, Cons for Financial Newbies
- Forbes (11/2014) The Pros and Cons of Saving For Your Children’s College
- 360financialliteracy.org (Paying for Education)
- NYT (2/2014) Save for Retirement First, the Children’s Education Second
- Time.com/Money (Saving for College)
- Bogleheads.org (529 Plan)
- Bogleheads Paying Down a Loan Versus Investing
- Investopedia To Invest Or To Reduce Debt, That’s The Question
- Forbes (12/2014)
- Forbes (5/2015): Vanguard Rolls Out New Robo-Hybrid Advisor Service With $17 Billion In Assets
- Nerd Wallet: How to Choose the Best Robo Advisor for You
- NerdWallet: The Best Robo-Advisors
- Bloomberg (7/2015): Inside the Robo Advisor Wars
- Mainstreet.com (2/2015): Top 10 Robo-Advisors Ranked
- Vanguard Blog: Explaining ETFs to My Dad
- Stanford GSB Insights (9/2015): How to Stay Rational When the Markets Go Crazy
- William Bernstein, "The Four Pillars of Investing"
Retirement Accounts / Retirement Planning
- Can I Retire Yet? (4/2013): The Best Free Retirement Calculators
- CNN Money: The Ultimate Guide to Retirement
- Forbes (5/2014): Why Your Taxes In Retirement May Be Less Than You Think
- Fidelity: IRA Comparison
- Investopedia (1/2014): 6 Problems with 401(k) Plans
- IRS.gov: Traditional and Roth IRAs
- IRS.gov: Types of Retirement Plans
- Kitces.com (3/2012): Roth vs Traditional IRA: The Four Factors That Determine Which Is Best
- Kitces.com (1/2013): Understanding Marginal Tax Rate Vs Effective Tax Rate And When To Use Each
- MarketWatch: Retirement Planning Calculator
- MomandDadMoney.com (1/2014): Traditional vs. Roth IRA: Some Unconventional Wisdom on Which is Better for Young Investors
- NerdWallet (2/2015): The Basics of an IRA
- NerdWallet (1/2013): Is it Better to Contribute to a Roth or Traditional IRA?
- US News Money Reports (12/2011): Is a Roth 401(k) Right for You
- Betterment: 10 Overlooked Tax Deductions and Credits
- Bloomberg (4/2012): How to Pay No Taxes: 10 Strategies Used by the Rich
- CBS MoneyWatch (2/2011): 10 Small Business Tax Mistakes That Will Cost You
- CNN Money: How does an HSA work?
- Investopedia (5/2015): Use Real Estate To Put Off Tax Bills
- IRS.gov: Credits and Deductions for Individuals
- Kitces Blog (2/2016): President’s Budget Proposes Elimination Of Backdoor Roth, Stretch IRA, and Step-Up In Basis At Death!
- NerdWallet: 2015 Capital Gains Tax Rates
- NerdWallet (7/2015): HSA and FSA, How to Know the Difference
- NYTimes (4/2015): Tax Day: Are You Receiving a Marriage Penalty or Bonus?
- NYT (12/2015): For the Wealthiest, a Private Tax System That Saves Them Billions
- The Washington Post (9/2012): Why Romney's Tax Rate Should Be Low
- TurboTax (2015): Deducting Mortgage Interest FAQ's