Darrow Wealth Management

APRIL 21, 2025

This article will cover: Potential benefits and considerations with Roth conversions How to find the best time to convert an IRA or 401(k) to a Roth IRA Other options for an old 401(k) Why convert a traditional IRA to a Roth IRA?

Retirement 56

Retirement Retirement Planning Taxes Accounting 56

Random Roger's Retirement Planning

DECEMBER 3, 2024

There was an article on LinkedIn (via Abnormal Returns) by Victor Haghani that dug into the math working against leveraged ETFs. Eric Balchunas from Bloomberg was baffled because the 1x version only has $60 million in AUM and trades about $1 million per day.

Math 52

Math Portfolio Retail Clients 52

Random Roger's Retirement Planning

APRIL 22, 2024

Jason Zweig wrote an article titled How Not to Invest in the Bond Market. The article devoted a good amount of space to bond market math, focusing on the pain of owning the iShares 20+ Year Treasury ETF (TLT) and bond funds in general. The title of course piqued my interest. This quote from Jason surprised me.

Marketing 98

Marketing Marketing Financial Advising Math 98

Midstream Marketing

DECEMBER 5, 2019

Prior to the BERT rollout, one example for the search phrase “math practice books for adults” used to generate a listing for a book aimed at kids in grades six to eight at the top of the results.

Financial Advisor 52

Financial Advisor Math Engineering Clients 52

Random Roger's Retirement Planning

JANUARY 6, 2025

The Wall Street Journal had an article about the fear common to retirees about outliving their money. The title of the WSJ article addresses outliving your money but doesn't spend very much time on a big part of the reason why this a concern which is needing needing to pay for some sort of very expensive assisted living or home health care.

Retirement 52

Retirement Retirement Planning Insurance Medical 52

Harness Wealth

APRIL 30, 2025

This article will explore how to navigate complex tax situations arising from multiple income sources, examining various income types, reporting requirements, self-employment obligations, and strategic approaches to record-keeping and tax planning that can help protect your financial interests. This article is a product of Harness Tax LLC.

Taxes 52

Taxes Tax Planning Compliance Planning 52

Harness Wealth

APRIL 30, 2025

In this article, well examine the nature of IRS audits, the common audit red flags that result in IRS scrutiny, and how professional tax advisors can help reduce the risk of you being audited. This article should not be considered tax or legal advice and is provided for informational purposes only.

Compliance 52

Compliance Taxes Accounting Consulting 52

Random Roger's Retirement Planning

FEBRUARY 29, 2024

I am less interested int he fund than this excerpt from the beginning of the article. The simple 40 year trade for bonds of "number go up" is finished and as a matter of math, can't be repeated. Barron's had a quick profile on the Blackrock Flexible Income Fund (BINC) which is an active ETF managed by Rick Reider.

Marketing 95

Marketing Marketing Math Portfolio 95

Random Roger's Retirement Planning

NOVEMBER 22, 2024

As I read the FT article, I had a thought about how to try to make the fund work as part of diversified portfolio, not the entire portfolio. The way Portfolios 1 and 2 are weighted, the math works for being a 60/40 portfolio and then from there we add portable alpha/capital efficiency/return stacking.

Portfolio 52

Portfolio Math Assets Clients 52

Random Roger's Retirement Planning

JUNE 30, 2024

The latest retirement disaster article from Yahoo focuses on 55 year olds who have a "median savings of less than $50,000." We've gone over the math before that starting as late as 55 can catch a lot of the way up if they can afford to save a very high percentage of their income. Anyone else skeptical about that $50,000 figure?

Retirement 75

Retirement Math Taxes Accounting 75

Random Roger's Retirement Planning

JULY 8, 2023

Barron's had a fun article that looked at some ideas from William Bernstein titled The Trick To A Bullet Proof Portfolio? I'm a sucker for this sort of article. That is difficult to pull off but if you do the math on that it shows long term outperformance. Invest For The Very Worst Of The Worst.

Asset Allocation 74

Asset Allocation Math Portfolio Assets 74

David Nelson

OCTOBER 31, 2022

Do the Math! Do the math! One where management and boards answer to the shareholders, that’s you. *At the time of this article some funds managed by David were long AAPL. They didn’t want to be forced to buy a company that so blatantly stepped on shareholder rights. Facebook has two shareholder classes.

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Communication Math Economy Management 98

Mr. Money Mustache

FEBRUARY 25, 2025

Its just basic math. The Final Word If youve read any of my stock investing articles before, youll know that we always end up at the same place: Just relax, enjoy your life, keep investing, ignore the daily news headlines* and dont worry. All the other MMM Stock Market Articles from past years: Finally, a Stock Market Crash!

Marketing 66

Marketing Marketing Sales Portfolio 66

The Irrelevant Investor

DECEMBER 24, 2017

Articles Stories lead to as much success as success leads to stories. By Ben Carlson I do the math, they do the physics. By Morgan Housel At some point along the way the disappointments and hurt feelings from falling short of our youthful ideals begins to wane.

Math 52

Math Financial Advisor Management Investing 52

Darrow Wealth Management

OCTOBER 1, 2022

However, if the goal is to pay off a mortgage before retirement to spend would-be mortgage payments on other things during retirement, the math may not work out. Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. After all, goals often change over time.

Retirement 105

Retirement Taxes Math CFP 105

Darrow Wealth Management

MAY 22, 2023

Again just using simple math, this presumes the par value will roll over each month and reinvest at the same rate to get to the annual yield. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. Compare that to the stated yield of 5.6% on a 1-month T-bill, which is roughly.467%

Investing 105

Investing Investments Accounting Wealth Management 105

The Irrelevant Investor

APRIL 12, 2017

Hendrik Bessembinder An excellent piece from Bloomberg came out over the weekend, The Math Behind Futility , which looks beyond the usual explanations as to why the majority of professional stock pickers fail to keep up with an index. percentage points above the median, according to the article. down to 2.9%.

Math 52

Math Portfolio Management Numbers 52

Clever Girl Finance

APRIL 22, 2025

If you’re good with math, then turning to financial planning or accounting or opening up a similar company could be one of the best recession proof businesses to start! Even during a recession, businesses will still need to pay their bills and keep track of payments and revenue.

Economy 69

Economy Food Healthcare Economics 69

Investing Caffeine

FEBRUARY 1, 2022

Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (February 1, 2022). Source: Calafia Beach Pundit. www.Sidoxia.com. Slome, CFA, CFP®.

Math 52

Math Assets Investing Investments 52

Clever Girl Finance

JULY 8, 2024

Articles related to side hustles Boost your income with these money-making side hustles for women! That said, in this article, I ‘ll be breaking down some of the best side hustles for women! Read our detailed article on how to become a blogger and start making money ! How can women make money on the side?

Clients 98

Clients Advertising Media Planning 98

Validea

JANUARY 25, 2023

Another one is being able to write articles, blogs, summaries, etc. So far, the trajectory suggests that this sort of model will never be good at math, for example. This saves developers significant time. This also opens up the possibility for non-developers to be able to do programming tasks via natural language.

Investing 103

Investing Investments Communication Education 103

Clever Girl Finance

AUGUST 14, 2022

In this article, we will discuss everything you need to know about sinking funds - the why, the what, and the how. It also gives you the math formula to find the information you need if you prefer. You'll learn how to rethink your finances, save intelligently, and spend guilt-free for big events. Omni calculator.

Budgeting 105

Budgeting Accounting Medical Math 105

Darrow Wealth Management

SEPTEMBER 7, 2023

Pros and cons of exercising stock options in a pre-IPO window If you are new to the tax implications and basics about exercising stock options, please read this article first. So the choice ultimately has to be an educated guess in consideration with other key factors about your equity, post-IPO plans, and financial situation.

Wealth Management 85

Wealth Management Taxes Tax Planning Valuation 85

Clever Girl Finance

SEPTEMBER 11, 2023

Articles related to the 50-30-20 budget Leverage the 50-30-20 budget today! And don’t worry if math isn’t your thing because we’ve included 50 30 20 budget spreadsheet ideas to help you stay on top of your budgeting strategies. Is the 50-30-20 budget gross or net? What are the flaws of the 50-30-20 rule?

Budgeting 105

Budgeting Taxes Transportation Healthcare 105

Random Roger's Retirement Planning

DECEMBER 1, 2023

A commenter on a Yahoo article in italics and my reply if he'd have asked me in regular font. Part of the math that determines options premiums is the risk free rate of return from T-bills. I am manually reinvesting the dividends, I started doing that before reading the article last week by Rida.

Math 74

Math Retirement Numbers Portfolio 74

Random Roger's Retirement Planning

SEPTEMBER 6, 2024

Barron's dusted off the retirement bucket playbook in an article while also arguing that a 5% withdrawal rate in retirement can now be considered safe versus the more common 4%. The way the math works out, 4% has a success rate in the low 90's based on simulations and has never failed looking backward. Always read the comments.

Retirement 45

Retirement Math Portfolio Investing 45

Clever Girl Finance

FEBRUARY 12, 2023

That said, in this article, we'll be breaking down some of the best side hustles for women! You can provide bookkeeping services online or offline, and it can be the best side hustle for women who are great at math and business. And check out places to find online transcription jobs in this article from The Write Life.

Advertising 97

Advertising Clients Media License 97

Clever Girl Finance

JULY 13, 2024

More articles related to budgeting Save more money with the 60/30/10 budget! The math may not work for your income right away Unless you have a very large income, this budget could be challenging without some major lifestyle and financial changes. Is the 60/30/10 budget right for me? What is a 60/30/10 rule example?

Budgeting 98

Budgeting Transportation Retirement Food 98

Clever Girl Finance

JANUARY 17, 2023

And in this article, we will go over how exactly money journaling can work for you! It's more than just math. There are various ways to get into this hobby—dream journaling, gratitude journaling, book journaling. But have you heard of money journaling? Well, it can help you give your finances and your mindset a mega boost.

Budgeting 111

Budgeting Numbers Planning Math 111

Clever Girl Finance

JUNE 5, 2023

Articles related to leaving a job Leverage these tips for leaving a job the right way! Make sure you have done the math. Articles related to leaving a job 5 Signs Your Boss Wants You To Stay: Leverage These Signs! 6 Examples Expert tip Leaving a job the right way How to answer the question, "Why did you leave your job?"

Planning 98

Planning Math Management Business Planning 98

Midstream Marketing

SEPTEMBER 24, 2019

They spend hours writing articles and finally hit that “Submit” button… only to not get anywhere near the number of leads that they thought they would. Other times, it’s because those articles were created without a real SEO strategy behind them. If, of course, they were even able to generate leads at all.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

Clever Girl Finance

AUGUST 19, 2022

If you have analytical and math skills, you can put them to good use here. In this article, we’ve given you a taste of a few professions in which you can work alone and make good money. You can find transcriptionist jobs at Happy Scribe. Accountant . The average base salary for accountancy is $53,715.

Accounting 98

Accounting Math Clients Advertising 98

Random Roger's Retirement Planning

DECEMBER 15, 2024

Bloomberg had an article titled As Gen-X Nears Retirement, Many Fear They Can't Afford It-Now or Ever. The article profiled a half dozen Gen-Xers ranging from 45-60. The article tried to scare readers about Social Security getting cut but gave no detail or context. That is Rooster. Rooster loves duck toys.

Retirement 52

Retirement Retirement Planning Numbers Planning 52

Yardley Wealth Management

OCTOBER 26, 2020

I had the opportunity to share my thoughts on Social Security with Tracey Longo at Financial Advisor Magazine for her article Advisors Concerned As Covid Speeds Projected Social Security Shortfall. While there always seems to be a future funding shortfall for Social Security, it’s a political problem, not a math problem.

Wealth Management 52

Wealth Management Estate Planning Financial Planning Retirement Planning 52

Clever Girl Finance

JANUARY 29, 2023

If you are curious about how much savings you should have by what age , you'll find references to this throughout the article. Best net worth calculator by age Why not make the math simpler when finding net worth? The most important thing about assets is that they have a monetary value. A big part of net worth assets is saving money.

Budgeting 119

Budgeting Retirement Assets Education 119

Good Financial Cents

DECEMBER 10, 2022

Earning Potential: $100 to $1,000 per article, based on skill level. Virtually every article, advertisement, marketing piece, guide and e-book that appears on the internet has been written by someone. Check out the following articles on our site: Investing small amounts of money. Become an Online Freelance Writer. Ads by Money.

Risk Tolerance 112

Risk Tolerance Media Investing Investments 112

Good Financial Cents

FEBRUARY 10, 2023

You may only earn about $50 per article when you start, but you can increase that to $200, $300, and more as you gain experience, depending on the subject. If you’re interested in freelance writing, check out Holly Johnson’s article on this site, How to Become a Freelance Writer (from 0 to $30,000+ per month).

Advertising 102

Advertising Media Food Management 102