On the Path to Financial Independence

let’s get there together

I’ve written a few times about Betterment, including a review after using them for 6 months. We still have two accounts/goals with them:

  1. IRA – 98% stocks, 2% bonds
  2. Taxable Retirement Growth – 98% stocks, 2% bonds

One of my criticisms of Betterment was with respect to the fact that all acco...

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When moving accounts from TD Ameritrade to someone else, leave at least $0.01 in your TD Ameritrade account to avoid the Outbound full account transfer fee of $75.

I’ll be the first to admit that I’ve never transferred accounts before…and I should have been more cautious about unantici...

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