A computer-based calendar makes it easy to create recurring events for bills, taxes, and investing tasks. Put them on your calendar so you won’t forget.
Latest Blog Posts
How to Buy CDs in a Fidelity or Vanguard Brokerage Account
A step-by-step tutorial for how to buy a CD in a Fidelity or Vanguard brokerage account without having to open a new account with a bank or a credit union.
Buying CD in a Brokerage Account vs Bank CD or Treasury
Brokered CDs are convenient to buy but they have some disadvantages over bank CDs and Treasuries. Consider these factors to see if they are worth it.
Tax Planning with TurboTax What-If Worksheet: Roth Conversion
After you file your taxes with TurboTax, use the hidden What-If Worksheet to plan for the current year. See how to use it to plan for a Roth conversion.
Two Fundamental Drivers of Financial Success in Retirement
Keep your eyes on these two fundamental drivers that determine the financial success of your retirement. Don’t get distracted by the optimization tactics.
Cash Out Old I Bonds to Buy New Ones for a Better Rate
See which older I Bonds you should cash out to buy new ones for a higher fixed rate, the best time to cash out, and how to manage the annual purchase limit.
Which Schwab Money Market Fund Is the Best at Your Tax Rates
Charles Schwab offers 8 money market funds. Which one is the best for you depends on your risk preference and your federal and state tax brackets.
Which Fidelity Money Market Fund Is the Best at Your Tax Rates
Fidelity offers 18 money market funds. Which one is the best for you depends on your preference for convenience and your federal and state tax brackets.
Which Vanguard Money Market Fund Is the Best at Your Tax Rates
Vanguard offers six money market funds. Which one is the best for you depends on your preference for convenience and your federal and state tax brackets.
No FDIC Insurance – Why a Brokerage Account Is Safe
Banks and brokers operate differently. Money in a brokerage account isn’t insured by the FDIC but it’s safer than uninsured deposits at a bank.