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The Two Koreas
on September 16, 2022
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After my military service in World War II, I warned fellow students that “there is going to be trouble in Korea!”
#TBT Five Reasons to Have Some Cash Equivalents
on September 15, 2022
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Staying fully invested is an important part of your financial plan. Yet still, there are at least five reasons to hold cash.
The Pitfall of ‘Buy Term and Invest the Difference’?
on September 13, 2022
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With life insurance salesmen, life insurance often becomes the hammer and any client concern a nail.
Charles Schwab: How to Order More Checks or Deposit Slips (2022 Update)
on September 9, 2022
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Although this process is still more complex then the simple process Schwab used to have, it does appear to be an improvement from the last process they had in place.
#TBT Sage Advice After Stock Market Drop
on September 8, 2022
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Old financial news read with 20-20 hindsight helps remind us that this is what markets do.
What To Do With Missing Cost Basis
on September 6, 2022
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If you have cost basis information missing in a taxable account, it is important to work with your custodian on correcting the missing information.
How to Spend: Buy More (Podcast)
on September 2, 2022
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In this two-part mini-series, we discuss the two sides of learning how to shop more effectively. This time, we discussed how to buy more value by being aware of where you are spending money.
Review: eBay Mastercard Credit Card
on September 1, 2022
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Although this card is an easy way to pay 3% less for an eBay purchase, I won’t be adding it to my wallet since that is its only use.
Q&A: Roth Conversion When Traditional IRA is 90% of Net Worth?
on August 30, 2022
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Because so much of your net worth is in traditional IRA, how quickly you expect to withdraw from your retirement account assets will heavily influence how quickly or slowly the math would advise that you convert.
How to Correct Excess Contributions at HSA Bank
on August 26, 2022
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There are several reasons why you either might not be allowed to contribute the full amount or may accidentally over-contribute to an HSA.
#TBT Be Wary Of Sponsored Content
on August 25, 2022
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As advertisers have found it harder and harder to reach consumers, they are continually seeking ways to gain your attention.
How the Kiddie Tax is Calculated
on August 23, 2022
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Some investable assets in the name of the child can currently keep $2,300 of unearned income from the tax rate of the parents.
How to Spend: Spend Less (Podcast)
on August 19, 2022
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In this two-part mini-series, we discuss the two sides of learning how to shop more effectively. This week, we talk about how to spend less money.
Why I-Bonds May Not Be As Great As They Seem
on August 16, 2022
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If you’re thinking about buying an I Bond, make sure it fits properly into your financial plan, and you aren’t just chasing the high interest rate.
I Bonds vs. TIPS: What is the Difference?
on August 12, 2022
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Both are U.S. debt obligations which are adjusted by the Consumer Price Index, but they do so very differently.