January, 2010
Cafeteria Credit Unions Teach Students Money Skills
The recession has revealed how clueless many Americans are when it comes to personal finance. Some credit unions and educators hope establishing in-school branches will help students develop saving habits and general fiscal responsibility.» E-Mail This » Add to Del.icio.us
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Moving From MS Money to Mint.com?
Back in June 2009 MS Money was officially killed off so it is only a matter of time before I need to find a new tool to help manage our personal finances. Given I had some time it seemed like the start of the new year was the perfect time to start looking at ...
President Obama proposals offer modest help to the middle-class
In reaching out to the middle class before his State of the Union address on Wednesday, President Obama issued what look to me like some fairly modest proposals.
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Fidelity U.S. Bond Index Fund (FBIDX): Trying To Beat The Benchmark?
Since I am expanding my portfolio to beyond just IRAs and 401ks, I will need to move my more tax-inefficient investments like bonds into those tax-deferred accounts. This way, I’ll put more of my stocks in plain taxable account which can be taxes at the more favorable long-term capital gains rates.
Fidelity is my ...
401K strategies upon retirement
Do you know what you will do with your 401k after retirement?
Most people don’t. With more and more Americans retiring early in order to pursue other careers or small business opportunities, this question is being investigated more than ever. Myths abound, which lead people to believe that they must immediately roll all of their retirement ...