How Much Do You Need To Retire?

How Much You Need to Retire

As part of rolling over my 401(k), I’ve been spending some time with my retirement investments. I’ve tweaked my asset allocation and rebalanced my investments. And as part of this overhaul, the question of just how much money we need to retire has been on my mind. So I did some research into the question. […]

Published or Updated: October 12, 2011

TD Ameritrade Review – A Canadian Spin on the US Market

TD Ameritrade

It’s been a while since I’ve seen Sam Waterston (who you might know as district attorney Jack McCoy on Law and Order) promote TD Ameritrade in television commercials. But after years of wondering whether or not they are a top notch online discount broker, I decided to give them a shot.  Oddly enough, I learned […]

Published or Updated: December 6, 2012

Quicken 2012 Review

Quicken 2012 Review

Quicken was my first introduction to personal finance as an adult. With the magic of a computer and budgeting software, balancing my checkbook took seconds. It was easy to see where we were spending money. And the reporting tools made it easy to assess where we stood financially. So I jumped at the chance last […]

Published or Updated: October 10, 2011

Credit Card Signup Bonus Deals

Best Interest Rates

Today there is no shortage of excellent credit card deals. These deals offer bonus miles or points for new card members. Many of these offers are worth hundreds of dollars. And in some cases, free airline tickets are on the line. So I’ve pulled together a list of credit card deals that offer great deals.  […]

Published or Updated: November 17, 2014

The Millionaire Tax To Nowhere

Millionaire Tax--Tax the Rich

There was a time when millionaires were revered in this country. Becoming a millionaire was a financial goal of many, and those who reached this elusive pinnacle were evidence that the American Dream was alive and well. Today, the “rich” are seen as the source of all our economic woes. President Obama has fanned the […]

Published or Updated: October 7, 2011

Why I’m Not Selling My Apple Stock (But You Probably Should)

Steve Jobs Dead at 56

As you’ve no doubt already heard, Steve Jobs lost his battle against pancreatic cancer at the age of 56. I’ve been a huge fan of Jobs and Apple for years. I run nothing but Macs for my business and home. And recently I began investing in Apple stock. With the death of Apple’s leader and […]

Published or Updated: October 6, 2011

Citi Raises Fees On Checking Accounts

Occupy Wall Street

When in rains, it pours. Last week Bank of America announced a $5 fee to use its debit card. This week the Occupy Wall Street protesters are fanning out across the country, looking to unseat the bonus marchers in the history books. And now my own bank, Citi, has gone and raised fees on its […]

Published or Updated: October 28, 2012

How to (Quickly) Sell Your iPhone 4 For Cash

How to Sell Your Cell Phone

Rumor has it that Apple will announce the release of the iPhone 5 today. And like many (41% of existing cell phone users, according to one dubious study), I plan to purchase the new gizmo as soon as the crazy lines at the Apple store die down. But this raises one big question–what do I […]

Published or Updated: June 6, 2013

5 Ways to Avoid Bank of America’s $5 Debit Card Fee

5 Ways to Avoid Bank of America's $5 Debit Card Fee

As you’ve probably heard by now, Bank of America announced that it will be charging its customers $5 a month to use a debit card. The response was swift and unequivocal–Yuck! In some ways I don’t blame BofA for the move. When Senator Durbin introduced the “Durbin Amendment” into the Dodd-Frank financial reform bill that […]

Published or Updated: October 3, 2011