A Couple of Carnivals and a Fun Movie Trailer about Beer

I participated in two carnivals recently and wanted to highlight them for all to read: Don’t Mess with Taxes hosted the 52nd Tax Carnival and chose my “Tax Mechanics of an Intra-Family Loan” Post.  Great Carnival with a lot of articles ranging from How to file for a Tax Extension to the sound advice that youContinue Reading

How to Choose a Financial Planner – 7 Tips by Wall Street Journal

Wall Street Journal Writer, Shelly Banjo offers, “Seven Questions to Ask When Picking a Financial Adviser.”  I am a huge fan of the article because Ms. Banjo is nonjudgmental of the financial advisor role but rather offers 7 sound questions to ask someone vetting for your trust. Let me say this first, and I haveContinue Reading

Where is my 2008 Tax Refund?

Check the status of your Federal Refund with the IRS’ “Where’s my Refund” I had previously discussed meeting with my accountant, why I wasn’t a huge fan of my account and receiving the news of my New York & Federal income tax refund.  Well its been a while, or at least it feels like aContinue Reading

How to Easily Evaluate your Asset Allocation with Morningstar Instant X-Ray Tool

Despite my licenses, I am not an not an investment expert, and I don’t begin to pretend to be one.  That being said everyone should know their asset allocation, and have an elementary understanding of asset allocation.  I repeat, everyone should have an idea as to what they are invested in, whether they have anContinue Reading

Setting up a Roth IRA – 4 Easy Steps (part 2)

This is a continuation of my post titled, Setting up a Roth IRA – 4 Easy Steps (part 1) – Outlining (in 4 easy steps) the creation of my brother’s Roth IRA. Parts 1 and 2 discussed the WHY, now we are going to discuss the how. Step 3 – Picking a Brokerage Site If you ever read my AboutContinue Reading

Setting up a Roth IRA – 4 Easy Steps (part 1)

I haven’t really talked about my investments yet because I am focused on debt reduction right now…that will hopefully change soon.  Notwithstanding my situation, my younger brother had asked me to set up his “retirement account(s).”  He would go crazy if he knew I was writing what I did for him online, but lucky for meContinue Reading