Planning and Personal Finance

Diligence is the mother of good luck

Benjamin Franklin

US Savings I Bond Looks Attractive As Savings Vehicle

December 11, 2022

The US Savings I Bond looks attractive as a savings vehicle for a portion of your savings that you will not need within 2 years. You can buy up to $10,000 per social security number. In other words, spouses can each buy $10,000. The current interest rate is 6.89% and is inflation adjusted every 6 months.

Read More »
Building Benjamins

Tax on Social Security In Retirement

April 13, 2022

A prudent and effective tax strategy during your employment years will most likely need to be modified in retirement. Once earned income ceases and income from retirement plans, investments, and Social Security commences, tax liabilities change.

Read More »
Building Benjamins

The Valerie Fund Charitable Giving

November 12, 2021

Highly appreciated stock or IRA Required Minimum Distributions (RMD) is the most tax-efficient way to donate where you avoid taxes, get credit for the donation and the Valerie Fund gets the full benefit of your donation.

Read More »
Building Benjamins

Financial Planning Tips for Families

October 27, 2021

Financial planning is usually your best choice if you want to secure your future. If you aren’t sure how to get started, Building Benjamins shares some financial planning tips to get you headed in the right direction.

Read More »

Disclaimer and Related Information

This article or video features Benjamin C. Halliburton, CFA or an investment idea(s) that Mr. Halliburton or Tradition Investment Management, LLC (Tradition) may invest in. Mr. Halliburton is the founder and owner of Tradition Investment Management, LLC, a registered investment adviser. Tradition is doing business as (DBA) Building Benjamins in the publishing, email, and website space. All material on the website should be considered paid advertising by Tradition. This article is a financial publication and is provided for educational purposes only. It is not an investment recommendation nor investment advice. It does not take into account your personal circumstances and whether this investment is appropriate for you, your objectives, or your risk tolerance. Under no circumstance is Building Benjamins or Tradition Investment Management LLC responsible for any actions that you may take after reading this educational information. Nothing from Building Benjamins should be considered personal investment advice. Building Benjamins and Tradition Investment Management LLC, the website, emails, interviews, social media pages, and other materials are published by Building Benjamins and do not necessarily match the opinions of the individuals or companies published or quoted herein. Investing, particularly stock or ETF investing, is risky and may result in losses and sometimes loss of your entire investment. Stock investing has company-specific operational risks like demand, competition, legal and regulatory, and broader financial market risks like liquidity, economic cycle, and government policy. You may lose money in any stock investment or other investments and are solely responsible for those decisions.

Mr. Halliburton, Tradition Investment Management LLC, and/or the authors on this site may or may not have positions in the securities discussed in this educational report. Neither the author(s) nor Tradition Investment Management, LLC will knowingly trade ahead of any customer buy or sell resulting from this information. The information herein is shared as an educational endeavor. Mr. Halliburton, Tradition Investment Management LLC, and/or the authors on this site may transact in the security discussed at a later date, prior to, or without notification in this format. This is not investment advice but only a discussion of select investments for educational purposes. Building Benjamins is an investment website, blog, or newsletter, and the information contained cannot be reproduced, copied, or redistributed without the prior written authorization of Building Benjamins or Tradition Investment Management LLC. US copyright laws apply. We rely on information from sources we believe reliable, including the companies themselves, but cannot guarantee the accuracy of the information we provide. You rely on this information at your own risk and are responsible for the verification of the data.

Building Benjamins
Facebook Twitter Youtube Instagram Linkedin

features

Articles

Email Alerts