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Taking Early Retirement Withdrawals
on May 26, 2008
with No Comments
Eight exceptions to the age 59.5 rule allow for penalty-free withdrawals.
That Rebate Check Could Ruin Your Retirement Part 2
on May 19, 2008
with No Comments
You can’t spend money apart from your lifestyle because that’s the definition of lifestyle.
Tax Rebates Are a Losing Proposition Part 1
on May 12, 2008
with No Comments
Tax rebate stimulus checks are a cheap and inefficient gimmick.
Radio: Secrets of Financial Harmony in Marriage
on May 6, 2008
with No Comments
How to structure your finances to love and respect your spouse.
Subprime Lending
on May 5, 2008
with No Comments
The subprime mortgage meltdown has cost the world 15% of its market capitalization, about $9 trillion. The primary culprit who caused all of this financial loss, pain and suffering is not the mortgage companies.
First Quarter Review 2008
on April 28, 2008
with No Comments
Systemic problems in your portfolio will continue even after the markets rebound.
Tax Freedom Day 2008
on April 21, 2008
with No Comments
If the federal tax cuts expire, we will have to work an extra week for the government.
529 Plans Help with Estate Planning
on April 14, 2008
with No Comments
A $360,000 investment can remove over $2 million from their taxable estate, savings $900,706 in estate taxes.
Decide to Be Rich
on April 7, 2008
with 1 Comment
It used to be that becoming a millionaire was regarded as a huge achievement. In today’s dollars, however, it is fairly trivial. The new rich is over $5 million.
Ignore Daily Financial Noise
on March 31, 2008
with No Comments
Investors are fickle. Investing should not be. When your investments go down, even slightly, you may be tempted to make poor choices.
Gold Mining Companies Glitter More Than Bullion
on March 24, 2008
with No Comments
Gold may glitter, but it is still better to own the mine.
Life Insurance: Determining Your Need
on March 17, 2008
with No Comments
Avoid debt and don’t burden your family with any expenses after you are gone.
Remember to Fund Your Roth IRA
on March 10, 2008
with No Comments
Historically, income taxes have not been this low since 1931.
Loss Aversion
on March 3, 2008
with No Comments
Psychologists suggest we feel a loss about 2.5 times as much as an equivalent gain. Even with a brilliant investment plan, it takes diligence to overcome our emotional biases and avoid making investing mistakes.
Eliminate the Capital Gains Tax
on February 22, 2008
with No Comments
The correct rate for the capital gains tax is zero, zip, nada. Perhaps it is even negative!