Latest articles by Sean McDonnell, CFP®
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How to Live Frugally Without Skipping Starbucks
savings Everyone's heard of how you can save a ton of money over time by cutting out splurges like fancy coffee drinks. But there's a much more lucrative target you should consider instead: Your phone.
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Is There a Right Way to Make a Roth Conversion?
retirement Converting some of your traditional IRA funds into a Roth can be a great strategy as you approach retirement. But be careful about how you incorporate such a move into your retirement withdrawal plan.
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The Biggest Social Security Mistake You Can Make
savings The decision to retire early at age 62 vs. age 65, 66 or even waiting until age 70 isn't a straightforward math equation. And it can't be made in a vacuum.
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Here's What a Financial Adviser Would Ask When Hiring an Adviser – and What You Should, Too!
Financial Planning To see if a prospective financial professional could be a good fit for you, take my 10-question list to your appointment.
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10 Questions to Fire at Financial Advisers
Financial Planning Whenever I meet with prospective clients, they bring a list of questions to ask me.
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How to Spot a Scam: Here are 3 I Dodged
Scams Financial scams often come with some easy-to-spot red flags, but some are trickier. So, before you click on that fun online quiz to see what movie character you're most like, consider what information you're giving away.
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Why the 4% Withdrawal Rule Is Wrong
Making Your Money Last If you think it’s because retirees should withdraw less than 4% to make their nest eggs last, that's not quite it. In fact, maybe they could withdraw more than 4%, at least at first.
