Social Security Administration added an interactive chart in the online account but a third-party tool still does a much better job.
Latest Blog Posts
529 Plan For High School Seniors and Students Already in College
When you child gets close to going to college, consider investing your 529 plan account in CDs or a stable value fund. Only some 529 plans offer them.
Pay Someone By Zelle: Daily Limit and Recurring Payments
Zelle works well for paying rent, but it can be a challenge to find a bank that allows a higher sending limit and supports scheduling recurring payments.
401k vs Pension: How To Get As Much From a 401k As a Pension
Next time you hear “people used to have a pension,” think “people used to save 15-20% of their pay.” Nothing stops you from doing so today, unless you don’t want to.
CARES Act Charity Donation Deduction: Ongoing or Only 2020?
CARES Act created a new above-the-line tax deduction for those who take the standard deduction. Is it ongoing or is it only for 2020?
The Intersection Between Income and Wealth and The Role of Frugality
Data from the Federal Reserve reveals the relationship between income and wealth. Conditioned on having the necessary income, frugality then plays its role.
CARES Act 2020 Charity Donation Deduction: $300 or $600 for Married?
The IRS Form 1040 instructions clarified the new CARES Act charitable contributions deduction for married filing jointly.
Fidelity Extended ETF Orders in Dollars with Fractional Shares to Website
Fidelity used to accept ETF orders in dollars with fractional shares only in its mobile app. Now the same functionality is also online.
Choose Your Investments and Your Accounts Separately
In light of $0 commissions, you get the best of both worlds when you choose who manages your investments and who manages your accounts separately.
Relocate Out of California to Escape High Taxes After Retirement?
High taxes when you’re working doesn’t mean high taxes when you stop. California may very well be a retiree-friendly low-tax state.