Archive for Category: Financial Education

Withdrawal rate and why it is important

A withdrawal rate is the quantity of money, expressed as a percentage of the initial investment, which can be withdrawn per year for a given quantity of time without depleting your portfolio. In other words, the rate represents how much stocks, bonds, mutual funds, etc. you sell each year...

Read More

For my Dunkin Donuts fans – please read ahead!

The purpose of this article is to inform you of a little practice I do each year to save me money on Dunkin’ Donuts coffee, for the upcoming year. Each year typically during Thanksgiving / Christmas, Dunkin offers you the opportunity to buy coffee coupons/card. One coupon/card gives you...

Read More
en_USEnglish
en_USEnglish