Everything by Marc.

Personal Finance

How the Big Beautiful Bill Will Impact My Taxes and Financial Planning

Jun 3, 2025 Investing

I don’t need my RMDs yet. What are smart ways to use the money?

Jun 3, 2025 Investing

I am 62 years old with $700k in a 401(k). Would converting $70k annually help avoid RMDs?

Jun 3, 2025 Investing

I am 63, still earning, and eyeing Roth IRA funds for renovations. Is that a mistake?

Jun 2, 2025 Personal Finance

I Spent $1,089 at Starbucks in Just 7 Months – What Am I Doing?

Jun 2, 2025 Personal Finance

I Sold 8% of My Portfolio – Here’s How I Secured My Retirement for Two More Years

Jun 2, 2025 Investing

I have a Roth IRA and a trust. Will a nursing home be able to access my savings?

Jun 2, 2025 Investing

Will $30K in annuity income offset my $60K RMD?

Jun 1, 2025 Investing

I have an estate worth approximately $5,000,000. Would it be better to pay a financial advisor a flat fee of $10,000 or 0.5% of my assets?

Jun 1, 2025 Personal Finance

Why I’m Ready to Cancel My AMEX Gold Card – The Hidden Costs of Coupon Cards

May 29, 2025 Investing

Could Palantir Become a Stock Split Candidate This Year?

May 26, 2025 Investing

My grandfather was a WW2 vet and he died leaving me $25k and I want to start getting on the financial straight and narrow

May 25, 2025 Personal Finance

Insider Secrets: How the Rich Legally Wipe Out Debt Fast

May 24, 2025 Personal Finance

IRS-Approved Strategies the Wealthy Use to Obliterate Debt

May 22, 2025 Personal Finance

With $180,000 net worth, rental income, and a startup, I want to break free from paychecks – what’s the best path to true wealth?

May 21, 2025 Personal Finance

I hit multi-millionaire status but still feel like I need more – is $20 million the true threshold for feeling rich?

May 21, 2025 Personal Finance

With $3 million saved and a paid-off house, I plan to retire in my late-50s – will my strategy hold up?

May 21, 2025 Personal Finance

We spend $240k annually but plan to cut that in half – can we retire comfortably with most of our net worth in rental property?

May 21, 2025 Investing

Up 65% This Past Year, VeriSign (Nasdaq: VRSN) Is Still A Sneaky Great Tech Stock To Buy

May 17, 2025 Investing

Up 70% This Past Year, This Tech Stock Could Be Ready to Split Its Stock This Year

May 16, 2025