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Latest Blog Posts
Tax Software Bake-Off: Self-Employed Health Insurance and ACA Premium Tax Credit
See how TurboTax, H&R Block, and TaxACT software handle the complex calculations for self-employed health insurance deduction and the premium tax credit under the Affordable Care Act.
Adjust Cost Basis for ESPP Sale In TaxACT
New IRS regulation makes it crucial to adjust the cost basis from 1099-B when you sell ESPP shares. Otherwise you will be double-taxed. Here’s how to do it in TaxACT.
Is Morningstar Losing Relevance In An Indexing World?
Morningstar’s data and ratings on mutual funds aren’t that useful when you invest in index funds.
Schwab Intelligent Portfolios: Primary and Alternate ETFs
Schwab Intelligent Portfolios will use Schwab ETFs as the primary ETFs in most asset classes.
Schwab Intelligent Portfolios: The True Cost of A Cash Drag
The true cost of holding cash in Schwab Intelligent Portfolios is much lower than what you are led to believe.
Traditional >= Roth >= Taxable
A taxable account should still be the last resort. Max out all tax-advantaged accounts before investing in a taxable account.
Mint and Personal Capital vs Quicken and Microsoft Money
Mint and Personal Capital operate on a different philosophy than Quicken and Microsoft Money. Choose one that matches how you’d like to use the tool.
Schwab Intelligent Portfolios: "Holding Cash Is Good For You"
Schwab Intelligent Portfolios feature a higher-than-usual allocation to cash. They also place more emphasis on fundamental indexing.
The Anatomy of a Co-Branded Credit Card
General structure of a co-branded credit card relationship between the program sponsor and the issuing bank.