In a recent article from Kiplinger’s Personal Finance, Jane Bennett Clark reviews the pros and cons of renting vs. buying for retirees looking to downsize their living space. While the article specifically addresses retirees, the decision between renting vs. buying is becoming more prevalent for…
Healthy Technology Habits Identity protection has never been a hotter topic, and it seems as if securing your identity is growing more challenging by the day. Hackers, phishers, and identity thieves continue to find new ways to cause security breaches and infiltrate peoples’ databases, email,…
The engagement of a couple instantly triggers a waterfall of congratulations, wedding plans, and questions for the bride and groom-to-be. The planning of a wedding involves countless decisions including selecting a wedding date, creating a guest list, planning a honeymoon and more. And while the…
Dave recently gave his thoughts to Lou Carlozo, contributor for the Huffington Post, to help compile a list of 15 major financial and lifestyle moves you can make to help you retire early. When asked about actionable tips people can use to retire before the…
The ABCs of an HSA With more than one in six dollars of the nation’s income being spent on health care, it is critical that individuals take advantage of the options available to them to pay for these expenses. Consumer-Directed Healthcare (CDH) accounts are the…
According to the Centers for Disease Control and Prevention, the United States’ health expenditures as a percent of Gross Domestic Product (GDP) were an astonishing 17.4% in 2013. That’s $2.9 trillion dollars or $9,255 per person! With more than one in six dollars of the…
Robert Powell recently wrote an article featured in USA Today that reports that one in two Americans who planned on working past age 65 found themselves retiring unexpectedly for various reasons. As a result, Powell suggests that those who do plan on working past age…
SAN FRANCISCO, CA, Apr 28, 2015 (Marketwired via COMTEX) — Golden Gate University (GGU) has announced that noted financial planner Dr. Dave Yeske, CFP(R) will become the Program Director for its Financial Planning program effective May 1, 2015. Dr. Yeske has built a reputation as…
Dimensional Stories: Empirical Work DFA founder David Booth likes to say, “it’s about ideas,” and we certainly don’t know of another fund company that has been more about ideas than Dimensional Fund Advisors. As Dimensional embarks on it’s 25th year of working with financial advisors…