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    Viewing category: Tax Advantaged

    10 Ways to Improve Your Finances in 2021

    By Retire Before Dad

    Happy New Year! The turning of the new year brings two things to mind for a lot of us: Whoa, I spent too much money last month/year How can I improve my finances this year? I’m not a big fan of new years resolutions (most don’t stick). But I believe in habitual change — deciding…

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    Filed Under: Investing, Personal Finance, Stocks, Tax Advantaged

    Growth Stocks vs. Dividend Stocks

    By Retire Before Dad

    What’s the best choice between growth stocks vs. dividend stocks? The answer depends on which strategy helps you to best achieve you investment objectives.  One of the biggest financial mistakes I ever made was selling a stock.  In 2006, I bought 40 shares of Apple (AAPL) for about $58 a share. I called myself a…

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    Filed Under: Investing, Stocks, Tax Advantaged

    Investing Strategies in Light of the Market Volatility

    By Retire Before Dad

    Patience is not a skill or an inherent ability. It’s a practice, one that does not necessarily develop with age or wisdom. Successful investing takes patience because as you extend your investment horizon, your chances of success increase. You can’t expect good results in the short-term, but you can expect excellent results 10-20 years out…

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    Filed Under: Investing, Personal Finance, Stocks, Tax Advantaged

    11 Financial Goals to Set Any Time of the Year

    By Retire Before Dad

    Are you thinking about what financial goals to set this year? According to a motivational flyer in my office, 71% of Americans make resolutions, but only 8% succeed. Put me in that 8%. This year, I’d like to lose about 15 pounds. I also ate a lot of chocolate last week. With setting financial goals,…

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    Filed Under: Investing, Personal Finance, Real Estate, Stocks, Tax Advantaged, Travel Tagged With: goals

    Lifetime Income: How to Build it Without Annuities

    By Retire Before Dad

    Have you heard advertisements about creating lifetime income for a secure retirement? I’m always skeptical about annuities because they are so confusing, even for those of us that pay attention. Turns out, the term “lifetime income” is a marketing phrase meant to demystify annuities by highlighting their main benefit. Unfortunately, a new marketing campaign doesn’t…

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    Filed Under: Investing, Personal Finance, Real Estate, Stocks, Tax Advantaged

    My Retirement Asset Allocations and Improved Portfolio Page

    By Retire Before Dad

    To be more transparent about my overall investment strategy, I’ve redesigned my Portfolio page and will be explaining the changes in today’s blog post. It now includes the details of our retirement asset allocations, my dividend growth stock portfolio, the forward 12-month investment income (F12MII) chart, and a new financial independence progress chart.  I did…

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    Filed Under: Investing, Personal Finance, Tax Advantaged

    How to Retire at Age 55 – An Interview with Fritz Gilbert of The Retirement Manifesto

    By Retire Before Dad

    Not long ago, a fellow retirement blogger retired at the age of 55. I have the same retirement goal! So when I read about his triumphant exit from corporate America, I thought, who better to interview about how to retire at age 55 than Fritz Gilbert of The Retirement Manifesto? Fritz spent 30+ years at…

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    Filed Under: Career, Interview, Investing, Personal Finance, Tax Advantaged

    Transferring Retirement Assets from Vanguard to Fidelity

    By Retire Before Dad

    I recently completed a six-figure transfer of retirement assets from Vanguard to Fidelity. The transfer is part of an account consolidation effort I put in motion last year to simplify our finances. The need to consolidate accounts became apparent when we started working on our family estate plan. We’re coming close to finally completing our…

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    Filed Under: Investing, Stocks, Tax Advantaged

    6 Powerful (and Low-Risk) Financial Maneuvers that Put Extreme Frugality to Shame

    By Retire Before Dad

    Powerful financial maneuvers are meaningful decisions you make with your money and lifestyle that have a significant long-term impact on building wealth.  Too often, we focus on the little ways to save money. We used to be a coupon clipping couple before having kids. We had more time back then. Coupons influenced our shopping choices…

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    Filed Under: Career, Investing, Personal Finance, Real Estate, Tax Advantaged

    Never Depend on a Single Income

    By Retire Before Dad

    Never depend on single income. Make investment to create a second source. – Warren Buffett Buffett quotes are usually more eloquent. My grammar checker hated this one. But it’s one of my favorites because he sounds like a caveman. And it’s one way I like to think about investing, as a secondary source of income. …

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    Filed Under: Entrepreneurship, Investing, Personal Finance, Real Estate, Stocks, Tax Advantaged

    Should You Max Out Your 401(k) in 2021?

    By Retire Before Dad

    Should you max out 401(k) in 2021? The short answer is yes. This article explains why, and the limits for maxing out your 401(k) and IRAs in 2021.  The department head at my job invited me into his office for a 30-minute chat when I first started. We spent the time getting to know each other and…

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    Filed Under: Investing, Personal Finance, Stocks, Tax Advantaged

    A Three-Pronged Approach To Funding Your Child’s College Education

    By Retire Before Dad

    About twelve years ago before starting a family, I met up with an old college friend for happy hour at a bar in Washington D.C. called The Big Hunt. I remember the booth, nachos, and the conversation like it was not so long ago. My friend was a new Dad. He told me about the college…

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    Filed Under: College Savings, Debt, Family, Personal Finance, Tax Advantaged

    Nerding Out With My New Employer-Sponsored Retirement Plan

    By Retire Before Dad

    One of the best benefits of my new job is the employer-sponsored retirement plan. The plan was confusing at first, even for me who lives and breathes this stuff. But they made it complicated to maximize the tax advantages. It’s so good, the plan is even better than most of the 401(k)s of the big…

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    Filed Under: Investing, Stocks, Tax Advantaged

    Is Your 401(k) Naughty Or Nice?

    By Retire Before Dad

    Thanks to all the extra time away from work, our family is taking a few days of vacation before seeing relatives for Christmas. I wasn’t planning to publish anything this week until one of my affiliate partners* shared a cool holiday-themed infographic about 401(k)s. Before reading the infographic (below), check out this free deal they’re offering…

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    Filed Under: Investing, Tax Advantaged

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    Services I Use Every Day

    Personal Banking: Wells Fargo
    Travel Credit: Chase Sapphire Preferred
    Primary Savings: Marcus
    Primary Broker: Fidelity
    DRIP Broker: M1 Finance
    Biz Banking: Wells Fargo
    Biz Credit: Chase Ink Business Preferred
    Net Worth Calculator: Personal Capital

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    We have made every effort to ensure that all information on this website has been tested for accuracy. We make no guarantees regarding the results that you will see from using the information provided on the website. We are individual investors, not financial advisors, tax professionals or investment professionals. All information on the site is provided for entertainment and informational purposes only and should not be considered advice. Do not make investment decisions based on the information provided on this website. This website may discuss topics related to finance and investing. This information is not advice and should not be treated as financial and investing advice. The information provided on this websites is provided “as is” without any representations or warranties, express or implied. The website makes no representations or warranties in relation to the financial and investing information on the website. You must not rely on the information on the website as an alternative to advice from a certified public accountant or licensed financial planner. There is no accountant-client relationship created from the publication of financial or investing information on the website. You should never delay seeking financial advice, disregard financial advice, or discontinue professional financial services as a result of any information provided on the website.
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