The Modern Investor

Written by Human Advisors, for Human Investors

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Annual Letters 1
Bonds 8
Business Owners 2
Cash Management 6
Economy 7
Education Planning 3
Financial Planning 6
Forecasting 5
Housing 2
Interest Rates 1
Investing 33
Legacy Planning 1
Market Data 7
Quarterly Commentary 4
Retirement Plans & Planning 12
Risk Management 1
Stocks 18
Tax Planning 9

Eric Blattner 6/20/24 Eric Blattner 6/20/24

What I Did Wrong Saving for Kids

For my wife and me, saving for our kids was always a priority. We have three children, currently between 6 and 11 years old. We were fortunate to leave college without a dime of debt, and it was important to us that our kids have the same opportunity. Here is what we did, and what we would do differently if we were starting over today.

Eric Blattner 2/23/23 Eric Blattner 2/23/23

When Does 13,000 = 1,000,000?

529-to-Roth conversion introduces some new planning concepts for new parents and grandparents. And no just for education. We explain how an early 529 contribution of $13,000 could grow to be worth over $1,000,000 in tax-free money for the child.

Eric Blattner 1/3/23 Eric Blattner 1/3/23

SECURE Act 2.0 - Six Things to Know