Rob BergerRob Berger founded the Dough Roller in 2007. A litigation attorney in the securities industry, he lives in Northern Virginia with his wife, their two teenagers, and the family mascot, a shih tzu named Sophie.

Best Brokers for IRA Retirement Accounts in 2016

Where to open an IRA can be an intimidating question. Options range from online discount brokers to robo advisors to mutual fund companies. With all of these choices, it can be difficult to know which is best. Whether you are looking to open a traditional IRA, Roth IRA, rollover or even a SEP IRA, in this […]

Published or Updated: May 23, 2016

The 2016 Guide to Balance Transfer Credit Cards

They say there’s no such thing as a free lunch. While this may be true, 0% balance transfer credit cards come very close. These special types of cards enable you to transfer high interest debt to a new credit card without paying interest during the introductory rate period. If you’re trying to pay off debt, […]

Published or Updated: December 2, 2016

Best Online Banks of 2016

With more online banks available now than ever before, finding the best online bank has never been easier. In this article, we’ll explain how online banks work, whether or not they are safe, and compare how they differ from traditional banks. We’ll also explore some of the advantages and disadvantages of using online banks as […]

Published or Updated: October 31, 2016

Book Review: The Education of A Value Investor by Guy Spier

It’s fitting that on the last day of 2015 I review the best book on investing I’ve read all year. The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment by Guy Spier is a true gem. Published in 2014, The Education of a Value Investor recounts Spier’s journey as a value […]

Published or Updated: December 31, 2015

12 Last Minute Tax moves for 2015

With the year coming to a close, now is a good time to consider a few last-minute tax moves. With just a little effort, you potentially can save thousands in taxes. And even though 2016 is just around the corner, there’s still plenty of time to get last minute tax moves completed. Here are 12 tax […]

Published or Updated: December 23, 2015

Is a Donor-Advised Fund Right for You?

My wife and I opened a donor-advised fund several years ago. We chose Vanguard because it’s fees are some of the lowest available anywhere. Having made our charitable contributions through the fund, including donating appreciated stock and mutual fund shares, I thought it was time to cover this unique way to make donations. In addition, […]

Published or Updated: December 10, 2015

The 3 Ingredients to Building Lasting Wealth

Building wealth isn’t rocket science. Sure it can be hard to spend less than you make. And investing can be a bit overwhelming at first. But the math behind wealth is really simple. It only has three ingredients. And that’s true whether you’re Warren Buffett or a school teacher. It doesn’t matter how much you […]

Published or Updated: December 10, 2015

Income Investing in Retirement — The Pros and Cons

Income investing in retirement has a lot of initial appeal. Rather than selling shares of a mutual fund or stock, one can instead live off of dividends from stocks and interest from bonds. This approach feels much safer than actually selling part of your investment. The reality of income or dividend investing, however, is not […]

Published or Updated: December 5, 2015

Chase Sapphire Preferred Card Review

It’s tough to find a credit card that offers as big an up-front cash bonus as the Chase Sapphire Preferred card. I’ve written about credit cards for a long time and have carried just about all of them. Sapphire Preferred is one of the elite offers. Chase Sapphire Review Sign up bonus New cardholders will earn […]

Published or Updated: November 17, 2016

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