It is difficult to know which sites to trust, but it is easy to know that someone is violating one of the eight safeguarding your money standards or can’t answer the ten questions to ask a financial advisor.
For most families, the largest purchase they make will be their house. This 2011 post reminds us that the house you and your family live in is not an investment, but real estate can be.
Even if the world was ending, I still want to have a mortgage.
In this talk, David demonstrates how Roth conversions can be extremely valuable even if a client is always in the same tax bracket.
Form ADJ of the 760 lines 8a – 8c are where you report miscellaneous deductions.
By decoupling your standard of living from the size of your income, you have taken the first step toward financial freedom.
You can easily view the current available cash balance of your Schwab accounts online.
Sometimes you may want to check in on your current running total of net capital gains during the current tax year. Luckily, there is a page on Schwab Alliance which shows you just that.
We have an almost secret code behind the images we select.
This straightforward article about how to value your charitable gifts of appreciated stock may help you in preparing your tax return this year.
Looking closer into each asset class, here’s how our top six asset classes performed between January 1 and December 31, 2020.
Want to do the new year well? Here is a month-by-month guide for setting financially healthy habits.
Here are some options for helping your child purchase their first home.
Avoiding PMI, if possible, is better for your long term finances. This 2016 article shares three strategies to avoid it.
There are two ways to run the analysis. One is quick and can be done on the back of a napkin. The other is more detailed, best done in a spreadsheet. In this part one, we will explain the quick math.
With the grandparents as the owner rather than the parent, the student may have a better chance of receiving financial aid.
What will happen to all the money I have saved for her college expenses now that she doesn’t need it?
Elizabeth has written one post so far, and it was the most popular post of 2019. With over 12K views, this clear descriptions of the housing reimbursement rules has helped a lot of people.