Investing Blog Roundup: Affordable Care Act Open Enrollment

It’s Affordable Care Act open enrollment season (through December 15), so here are a few resources that may be helpful. First, a thorough FAQ from the Kaiser Family Foundation about buying insurance through the marketplace. Next, a good overall open enrollment walkthrough from Tara Siegel Bernard. And finally, from Harry Sit, one specific tip that may … Read moreInvesting Blog Roundup: Affordable Care Act Open Enrollment

Investing Blog Roundup: Maybe This Time Is Different

Stock market declines have always been temporary — at least in this country. So when the market is going down, you can generally take some comfort in the near certainty that the market will, at some point, go back up and eventually surpass its prior high. As Christine Benz notes though, maybe this decline is … Read moreInvesting Blog Roundup: Maybe This Time Is Different

Investing Blog Roundup: Types of Employer Stock

The biggest news in the tax world since the last roundup is the New York Times’ Trump tax investigation. Political implications aside, I thought the authors did a commendable job of discussing complex tax topics in such a way as to make them understandable. Other Recommended Reading Easy Early Retirement Portfolio Withdrawals from Harry Sit … Read moreInvesting Blog Roundup: Types of Employer Stock

Investing Blog Roundup: Calculating When to Take Social Security

Financial planner Allan Roth featured the Open Social Security calculator in an AARP article this week. Roth summarized the Social Security decision succinctly: delaying does not give you an 8% return (despite what some people say). Still, most unmarried people and married people who are the higher earner in their marriage should wait until 70. … Read moreInvesting Blog Roundup: Calculating When to Take Social Security

Investing Blog Roundup: Social Security Disability

This week I released another major update to the Open Social Security calculator: it can now account for disability benefits. That is, if the “advanced options” checkbox is checked, it now allows a person to note if they are on disability, and it adjusts calculations and output accordingly. Recommended Reading The Psychology of Money from … Read moreInvesting Blog Roundup: Social Security Disability