This articles explains how bond closed-end funds work and how they are better or worse than the traditional open-end mutual funds and ETFs.
[Updated on October 17, 2014 with a new example.] I said in The Case Against Roth 401(k) I think for most people the majority, if not 100%, of the contribution should go to a Traditional 401(k). I gave these reasons: Fill in lower tax brackets in retirement Avoid high state income tax Leave the option open […]
Why HSA contribution limit for family coverage isn’t exactly twice the limit for individual coverage.
Eli Lilly Federal Credit Union (Elfcu) adds $3 monthly fee to its HSA if a $2,500 minimum balance isn’t maintained in the savings account. Still a good choice but consider other alternatives.
Premium survey from your state government can help you narrow down the list of companies you contact for auto and home insurance quotes.
2015 calendar year HSA contribution limit and HDHP qualification for individual coverage and family coverage. Small increases compared to 2014.
Eli Lilly Federal Credit Union (Elfcu) adds a $24 wire transfer fee to its HSA for each transfer to investments. It’s still the best if you fund and transfer once a year. Read the article for other alternatives.
What makes someone retired? Is being financial independent the same as retired? What about the self-employed or stay-at-home parents?
Good advice comes from near and far. You will find a better financial advisor if you don’t limit yourself to advisors in your local area.