Uncategorized Questions
Fixing Inflation
There is absolutely no doubt anymore. Inflation is deeply embedded in the economy. Today's report of inflation at 8.6% in...
How to Rollover
You worked so hard to accumulate all that money in your 40lk plan. And a huge bull market helped. But...
VA Mortgage Deal
The Memorial Day holiday weekend is a reminder to honor the service of our veterans. It is also a good...
Paying for College
The college acceptance letters have arrived, and many families now are facing the scramble to find money to pay for...
Anatomy of a Bear Market
It’s been a long time since we had a real bear market, and memories of pain fade amidst subsequent gains....
Savings Bonds 9.62%
(updated 5/11 with answers to your questions about purchasing savings bonds.) The interest in savings bonds has never been higher....
No Place to Hide
As a record number of Americans are heading into their retirement years with impressive balances in their 40l(k) plans, the...
Inflation: A Special Report
It's the most important financial headline of this century: Inflation! A new generation of Americans is about to face the...
Money and Marriage
The spring wedding season is upon us, and around the country brides, grooms and their parents are making arrangements for...
Children Worth Tax Refunds
When tax time comes, your children can be worth a lot of money – even if you didn’t earn any...
Where to get FREE TAX HELP
As I was answering a post on my blog this morning, I realized that many people may be missing out...
Pros Don’t Beat the Markets!
Do you think you can "beat" the market? Well, take a look at these new statistics. Even the highly-paid money...
What’s in Your Retirement Portfolio?
The volatility of the stock market based on fighting in Ukraine and soaring gas prices presents a significant challenge to...
Last Chance Mortgage Refi
If you waited and waited to refinance your mortgage, only to see rates rise recently, you now may have one...
Terrys 5 Tips for Spring Personal Finances
This is the typically the slow season of the year for personal finances – a perfect time to get things...
Beneficiary Bet
I can’t stress enough the importance of naming the “correct” beneficiary for your retirement accounts – IRA, 40l(k), and 403(b)...
And THIS is good news???
So the market rallied today (Friday). It rallied starting midday Thursday on the news that the sanctions on Russia would...
Create an IRS account for info
The IRS has admitted it still has more than 11 million returns from last year (2020) to review! Yes, they...
1099k for Venmo, Paypal Users, NOT Zelle
The IRS is taking a closer look at your fintech transactions. Starting in 2022, any transactions exceeding $600 and made...
A Financial Valentine
Give someone you love – or yourself – a financial Valentine this week. Americans are expected to spend $21 billion...