Hi, I’m Harry. I’ll show you the nuts and bolts of managing your money.
401k, IRA, investing, insurance, taxes, … I lived, breathed, and wrote about these for so many years. No fluff, just concrete first-hand learning and sharing.
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Recent Posts
AI Gives Better Answers Than Google
AI gives you a good baseline. The less you know about a subject, the more AI will help. Use AI for how to apply knowledge to your specific situation.
A Simple Annual Financial Review Template
We use this annual financial review template to recap the previous year and plan for the current and future years.
How I Bought a Home Without an Agent After the NAR Settlement
You can buy a home without a buyer’s agent and save a lot of money when you’re prepared. Here’s how I did it.
Real Life Experience with a Deferred Fixed Annuity (MYGA)
A deferred fixed annuity, aka MYGA, is like a CD issued by an insurance company. It worked as advertised but I’m not renewing or buying more.
Software for Business and Trust Tax Returns: 1041, 1065, 1120-S
H&R Block Business is inexpensive tax software for filing business and trust tax returns. Try it if you need to file a Form 1041, 1065, or 1120-S.
Building a Bond Ladder with Individual Bonds and ETFs
A bond ladder is helpful psychologically and for predictable cash flow. You can build one with individual Treasuries and TIPS and with ETFs.