This time of year we are flooded with reminders, checklists, and predictions. Many are useful, but some are merely entertaining.
While there are many items related to your financial health that deserve attention at the beginning of the year, this … Read more
I’m pretty sure that I resolved several years ago to stop making New Year’s resolutions. My track record at sticking to resolutions was abysmal.
Actually, I’ve done pretty well at hitting savings goals over the years, because I don’t rely … Read more
Year-end is fast approaching, and based on web traffic it seems like the question of converting traditional IRA savings to Roth savings looms large. Congress has added to the buzz by allowing the conversion of certain pre-tax 401(k) money into … Read more
It was such a small news item in the paper I almost missed it. A hometown bank was being acquired by a rival. For a fraction of its estimated value. The reason: large real estate losses.
As I travel around … Read more
The economic slump we’re crawling out of has done big damage all over the place: to employment, home values, businesses, and, of course, investment portfolios.
Put charities on the casualty list, too. Charitable organizations have been hit in multiple ways. … Read more