Fidelity offers account that can be used as a checking and savings account. Learn how to have free everything and earn a good yield from the first dollar.
Latest Blog Posts
Model Big Financial Decisions with MaxiFi Software
You can use MaxiFi online financial planning software to model big financial decisions such as retirement and housing. It’s is inexpensive and useful.
Check These Before You Transfer an Account From Vanguard
Take these steps when you transfer a Vanguard account to another broker to make sure it doesn’t trigger taxes and to preserve the cost basis records.
Is It Worth Moving to Lower Cost of Living After You Retire?
Use this calculator to quantify the higher cost of housing in a very high cost of living area to decide if it’s worth it to stay put after you retire.
How to Close Out a Box Spread Early at Fidelity
If you’d like to close out a box spread early before the expiration date, execute trades in the opposite direction. Here’s how to do it at Fidelity.
Use Pascal’s Wager When You’re Not Sure About Tax Rules
It’s not worth spending the time or money to find the true answers to some tricky questions. Choose the path that costs less when you’re wrong.
Our Experience in Building a Home Over Buying an Existing Home
Why we built a home as opposed to buying an existing home. Building a home can be a satisfying experience if you don’t mind investing the time and energy.
Taxes on Box Spread Trades in TurboTax, H&R Block, FreeTaxUSA
Follow this detailed walkthrough to report gains or losses in long or short box spread trades in tax software TurboTax, H&R Block, and FreeTaxUSA.
State Tax-Free Muni Income in TurboTax, H&R Block, FreeTaxUSA
A portion of the dividends from muni bond funds and ETFs is also exempt from state income tax. Find the percentage and calculate it for your tax software.
I Bonds Interest in TurboTax, H&R Block, FreeTaxUSA
Follow this walkthrough to get the 1099 form for cashing out I Bonds and report the interest income in tax software TurboTax, H&R Block, and FreeTaxUSA.