s you enter the home stretch of your career, you may be paying professionals large sums for retirement guidance. Maybe you don’t have to do that. This 7-part series on wealth will give you the tools to make a lot more financial decisions on your own.
#1: Put It All In One Fund
This cheap index fund is an excellent one-step, five-minute answer to your portfolio needs. Read more →
#2: Create Your Own Yield
You don’t have to buy those complicated, fee-saturated Wall Street products that promise big payouts. Instead, create your own payout. Read more →
#3: Don’t Buy A Long-Term Care Policy
We have two better ways to fund nursing care. Read more →
#4: Cut Your Portfolio Management Costs
Are you paying 1% or 2% to have your money invested? Why? Read more →
#5: Pay Off Your Mortgage Rapidly
The Trump tax cut means that debt is for losers. Get rid of your mortgage. Read more →
Take up a second career and take advantage of these tax breaks for the self-employed. Read more →
#7: Count Your Blessings
What makes a retirement happy? We veer off the money track. Read more →
I aim to help you save on taxes and money management costs. I graduated from Harvard in 1973, have been a journalist for 45 years, and was editor of Forbes magazine from 1999 to 2010. Tax law is a frequent subject in my articles. I have been an Enrolled Agent since 1979. Email me at williambaldwinfinance — at — gmail — dot — com.
Source: 7 Rules For A Wealthy Retirement