In conversations with my coworkers during our transition to Vanguard, I was amazed at how dangerously out of whack their asset allocations were. Some older employees had way too much…
This past week has been a big one at my firm. We finished our transition to a low-cost 401k provider, Vanguard, and completed our enrollment process. The switch has invigorated…
GET RID OF TAX RETURN ANXIETY ONCE AND FOR ALL Congratulations! You’ve made it to the end of learning the fundamentals of your income tax return. A couple of more…
THE SECRET BEHIND YOUR TAXABLE INCOME We’ve made our way to the second page of the 1040. And believe it or not, the knowledge you acquired from the previous…
YOU DON’T HAVE TO BE RICH TO REDUCE YOUR TAX LIABILITY In the first part of this series, you learned about starting off your return on the right foot and…
THE SIMPLE GUIDE TO GROSS INCOME In Part 1, I introduced you to two key components at the beginning of your Form 1040. Now we get down to business and…
HOW TO START YOUR RETURN ON THE RIGHT FOOT As in any important relationship, you need to make a good first impression on your return. Messing up your name,…
Happy Monday! Now that we are a couple of weeks into the New Year, most of us are easing our way back into regular, post-holiday life. That life, for me,…
Since I’ve been on a gay marriage kick this week, Ben thought it would be a good idea to write about our wedding planning. I was a little hesitant because…
Have you ever had a feeling that something big was about to happen? Not a well-defined sense of the occurrence. Not even something you can really verbalize. But something that…
So you’ve set some financial goals and started tracking your expenses. You’re well on your way to taking charge of your personal finances in 2014. The final piece of the…
You’ve heard me mention it before, and I’m sure I will talk about it a thousand more times: tracking your expenses will be one of the most beneficial things you…