General

So far this year I have written posts on taxes and how the tax tables as withholding too little from most paychecks, for more information see 2018 & 2019 Income Taxes. Then last week I did a [...]

In today’s world of corporate America, it is increasingly left to the individuals to fund their retirement. Basically, gone are the days of company pensions of defined benefit plans, and we are [...]

In the summer of 2016, Charles Schwab entered the low-cost lifecycle fund arena competing Vanguard head to head. At the time Schwab entered this market they we, in fact, cheaper than the old [...]

Okay, last week I posted a blog from a year ago when I warned of the potential tax situation for your 2018 liability. I know many of you have seen and read about people getting smaller refunds [...]

This week I am going to re-post my February 13, 2018 blog entitled “2018 Tax Estimates and Their Effect on You.” As many people are finding out now their tax situation is not exactly [...]

I have talked about the need to be conscious of fees when purchasing mutual funds and exchange-traded funds (ETF) but there is a new twist in the ETF world. Yes, fees on mutual funds were around [...]

Many people who read these posts are not in retirement mode, but they should be. Let us face the facts that many of our parents and grandparents worked for a single company for the majority of [...]

As I have alluded to over the previous year, the new tax bill has some distinct flaws. One of them is that many companies, including the federal government, did not withhold the proper taxes from [...]

First know, I apologize for any inconvenience, but due to issues with the site I will not have a post this week. I am working on making the site more user-friendly and speeding up the load times [...]

Five Timeless Sayings for Financial Success When it comes to personal finance, some “typical” savings are true regardless of who says them. In this post, we will examine five of these sayings and [...]