Fidelity’s new service FidSafe offers secure online storage for your financial and legal documents.
Latest Blog Posts
Auto-Deposit Dividends To Bank Account: Fidelity, Merrill Edge
If you’re not reinvesting dividends, you can have them paid out automatically to your bank account. See how to set it up in Fidelity and Merrill Edge.
The Right And Wrong Types of Questions For Customer Service
Do you know what types of questions you should ask customer service and what types of questions you shouldn’t?
How To Cut Down Tax Refund Identity Theft Fraud
Cut down tax refund identity fraud by aligning information and motivation and unleashing the power of competition.
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.