Resources

Below is a list of resources you may find useful when diving into specific topics mentioned on this blog.

BONDS

Government Bonds

1. What are T-Bills?
2. What are T.I.P.S (Treasury Inflation Protected Securities)?
3. How to buy T-Bills, Notes, or Bonds on Fidelity and TreasuryDirect.gov.
4. How to buy T-Bills, Notes, or Bonds on E-Trade.
5. How to buy T-Bills, Notes, or Bonds on Schwab.
6. How to buy T-bills, Notes, or Bonds on Vanguard.
7. How to build a T-Bill (or bond) ladder.
8. How to create a Living Trust (to buy bonds).
9. How to buy bonds on TreasuryDirect with a Trust.
10. What are municipal bonds?
11. How to buy municipal bonds on Fidelity.

Corporate Bonds

1. What are corporate bonds?

Bank CDs (Certificate of Deposits)

1. How to buy brokered CDs at Fidelity.
2. How to buy brokered CDs at Schwab.
3. How to buy brokered CDs at Vanguard.

Equities/Stocks

1. Type of Brokerages Accounts (At Fidelity)
2. Stock Market Terms for Beginners
3. Index Funds vs ETFs for Beginners
4. Dividend Stocks for Beginners
5. How To Value (Price to Pay) for Dividend Stocks
6. Market Valuation Models

Stock Options

1. Options Trading for Beginners
2. Put Options Explained
3. Cash Secured Puts for Beginners
4. Call Options Explained
5. Covered Calls Explained

Exchange Traded Funds

1. Tool to compare ETFs

Real Estate (Investing)

1. Real Estate 101 – 9 Steps to Get Started or Restarted
2. The 7 Fundamentals of Real Estate Investing Success
3. The 1 Percent Rule for Quick Math for Positive Cash Flow
4. The Beginners Guide to Rental Property Financing in 2024

Tax Strategies

1. Optimal IRA Balance for Required Minimum Distribution (RMD) Years.

Advanced Topics (For High Income Earners)

Life Insurance Retirement Plan (LIRP)

1. What is a LIRP?
2. Top Things To Look For In A LIRP.