Archive for the ‘ira’ Category

The Earned Assets Resource Network is a non-profit designed to help low-income families get some savings.  Though based in San-Francisco, various comments on other blogs indicate similar non-profits exist around the country.
The program is not for the wasteful.  In fact I don’t think any readers on this sight would be able to qualify.  The [...]

This is a book older than I am.  Originally published in 1973 by a Princeton economist, it has been revised more than a dozen times.  I first heard of it from a finance professor in my undergrad days and immediately read it.   Burton Malkiel, the author, more or less states its impossible for the [...]

Today my parents are going to meet with their financial adviser.  A year or so ago I suggested they work with their bank to consolidate their money.  As my parents approach retirement age the importance of organized finances increases.  My mother asked me to jot down a few things she should discuss with their [...]

Linked at the bottom is an excellent article from The Motley Fool on why during inflationary fear it is the worst time to stop investing.  They call it, “You’re Too Broke to Stop Investing” and Chuck Saletta, the author, is right on.
Here’s what he’s talking about.  When times are tough and inflation scares are rampent [...]

PF blog regulars have likely been met with “introduction to mutual fund” blog posts every couple of weeks. Its almost a right of passage for bloggers to write about as the mutual fund is generally accepted as the most important bucket your money will ever sit in.
Wikipedia does a wonderful job of describing exactly what [...]

Intro:
I’ve mentioned this a few times, but now its actually time to do it. I’m rolling my Roth IRA from Scottrade to Vanguard. There were times in the past when this could have been done, but I wanted to reach a certain goal before opening the account. I reached that goal so [...]

Tax Day Eve

YIKES! The tax deadline is tomorrow!!! Good thing I did my taxes 2 months ago. CPAs around the country are getting time and a half today, as they have for the past month. My tax guy does so well he only works from Jan-April each year. He takes the rest [...]

Books about personal finance are not page turners. I can rip through a James Bond novel in a week, but anything non-fiction limits my ability to stay awake to about 30 minutes a day. Be that as it may, I think personal finance books are the absolute best way to learn and stay [...]


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