April 27, 2015

Fountain in Springtime

Can I Contribute to a Roth IRA?

How do you know if you can contribute to a Roth IRA? See this flowchart for answers.

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Why Liberals Should Hate Real Estate Taxes

Why Liberals Should Hate Real Estate Taxes

Taxes hurt ordinary folks before the extraordinary ones, and it can hurt them badly.

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Three Insights About Bad 401(k) Plans From Recent Lawsuit

Three Insights About Bad 401(k) Plans From Recent Lawsuit

“America’s leader in financial planning” is ill-serving its own employees.

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Branding, Marketing, and Selling: An Interview with Scott Deming

Branding, Marketing, and Selling: An Interview with Scott Deming

Branding is so much more important than advertising.

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Cost-Benefit Analysis for Financial Planning

Cost-Benefit Analysis for Financial Planning

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The cost of commission-based advisors are so hidden that you may be paying more than you realize.

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Giving To Charity In Order to Receive An Annuity

Giving to a Charity to Receive an Annuity

Every nonprofit needs to keep an up-to-date list of the types of assets that they will accept as donations.

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Q1 2015 6 Asset Class Returns

First Quarter 2015 Returns: Our 6 Asset Classes

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Each quarter brings a different set of returns for each asset class and subcategory.

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Best Credit Card for 2015

Best Credit Card for 2015

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We are not normally fans of credit card offerings, but this one might be worth using as your primary card.

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boxwood hedge maze

How to Be a Good Executor

You’ve been named the executor of a relative’s will – now what?

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Investors Greatly Undervalue Safeguarding Their Money

Investors Greatly Undervalue Safeguarding Their Money

Ten principles of safeguarding your money applied to the latest investment scandal.

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