Today’s post is brought to you by DH, aka “Dear Husband,” though I’ve taken to calling him my “BHE” (Best Husband Ever). The timing of checking one’s net worth was a subject we were discussing while on Sabbatical in Colombia, and he decided to put it the why’s and how’s into written form, hoping you all would benefit from his research: Continue reading “Why You’ll Be Happier if You Only Look at Your Portfolio Every Six Months”
Category: Tax Mitigation Strategies
4 reasons to tax loss harvest—and 1 reason not to (Blog from DH)
As stocks have been up and down recently, the concept of Tax Loss Harvesting has once again become popular. Physician on Fire has an excellent post on how to do it.
But why would one bother? Here are 5 reasons: Continue reading “4 reasons to tax loss harvest—and 1 reason not to (Blog from DH)”
9 Reasons Why you Should Have a Donor Advised Fund—and 1 Reason Not to
Today’s post is brought to you by DH (Dear Husband):
DAF stands for Donor Advised Fund, and it is a great way to give to charities efficiently. DAF’s are something you should look into if you donate more than $5k/year.
We’ve used Fidelity’s DAF for years and have been very pleased. Vanguard is also a good option (as always), but we went with Fido as it had lower contribution limits, as well as lower disbursement (gifts to the charities) limits.
Here are 9 reasons why you should have a DAF—and 1 reason not to have one: Continue reading “9 Reasons Why you Should Have a Donor Advised Fund—and 1 Reason Not to”