Published in 2009

Tips for Giving to Charity

It’s getting close to the end of the year, so you are probably considering donating to charity. Here are some quick tips for giving to charity. Check your charity’s financials. …

Glide Path: A Target-Date Fund’s Secret Sauce

You probably have never heard of the term “glide path,” but you’ve definitely thought about it before. The rule of thumb of holding 100 minus your age as a percentage …

Asset Allocation, A Brief Introduction

As mentioned previously (here and here), I am a huge fan of using index funds or ETFs to construct a portfolio. The natural follow-up question is, “Which index funds or …

2010: Year of the Roth IRA Conversion

If you’ve been obsessively reading personal finance news like I have, you know that the eligibility rules for Roth IRA conversions are changing in 2010 and that some people are …

The Roth 401k Decision

Contributing to a 401k account to save for retirement is an easy decision, especially when a company match is involved. However, how would you choose between contributing to a traditional …