Category Archives: Rebel

What Was I Thinking? – How Some Investment Decisions Are Made

See if you can identify with any of the following biases: Continue reading

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Posted in Basic Investing, Rebel | Tagged , , , , , | Leave a comment

What’s the Deal With Car Reservations?

In the end, good things come to those who are patient. Continue reading

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Posted in Financial Wellness, Rebel | Tagged , , , , , | Leave a comment

What Baseball Can Teach Us About Investing

There are at least three negative outcomes that can occur when we suffer from loss aversion. Continue reading

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Is Robo Advising Right For Me?

The argument for using this type of approach rather than a human advisor goes something like this: if an investment portfolio using fundamental investment strategies can be implemented automatically with a computer, then why pay for human involvement? Continue reading

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Rent vs. Buy: Seven Factors to Consider Before Buying a Home

Here are some guidelines you can use when considering each factor: Continue reading

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Posted in Buying a Home, Rebel | Tagged , , , , , | Leave a comment

When the Wedding Bells Stop Ringing

While it hasn’t always been a bed of roses, here are some things that we have done to make life together more tolerable: Continue reading

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Lessons From a Visit to Urgent Care

So how do you prepare for your next trip to the emergency room? Continue reading

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Posted in Financial Planning, Rebel | Tagged , , , , , | 2 Comments

Using Retirement Plan Assets for Education

While it may not be the first place to go to put Junior through school, the IRS provides certain tax breaks for taxpayers that use retirement assets to pay for qualified higher education expenses. Continue reading

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Posted in College Planning, Rebel | Tagged , , , , , | Leave a comment

Five Myths About Your 529 College Savings Plan

For some of you moms and dads out there, you too have been using this savings vehicle to help pay for those oncoming college expenses but as Kathryn Flynn writes in a recent post called “Clearing up the confusion: Five popular 529 plan myths,” there are a number of myths floating around out there that could cause confusion when it comes time to using these accounts. Continue reading

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