How to Protect Your Checking Account: 8 Tips for Security
Whether you’re shopping online or pumping gas at the station, there are steps you can take to help keep your identity and money protected.
4 Ways to Avoid a Summer FOMO Budget Disaster
After several months spent wishing for warmer weather, it finally appears. And before we know it, we’re swiping our credit cards like it’s nobody’s business.
The Time Machine
A time machine would be cool to have. Even if it only worked on financial assets, it sure would come in handy. One might jump into the future and see if an investment paid off, or you could look around to see where the smart money succeeded. And if the original investment turned out to be a loser, you could go back in time and sell it – or never even buy it in the first place. Too bad financial time machines don’t exist. Bummer.
The Piano Man’s First RMD
It’s hard to believe that Billy Joel just recently celebrated his 70th birthday on May 9, 2019. We don’t know for sure that Billy has an IRA, but if like millions of Americans he does, then 2019 is an important year for him.
Are You Utilizing Net Unrealized Appreciation? If Not, You Probably Should Be
Are you getting as much from your company stock as may be available? If you have stock in a company plan, you should know about Net Unrealized Appreciation {NUA}. If you are considering rolling over your 401k and have highly appreciated company stock in your plan—stop!
IRS Announces HSA Inflation-Adjusted Limits for 2020
The IRS has announced the 2020 inflation-adjusted limits for Health Savings Accounts (HSAs).