Finance
Category
Introducing Guide Wealth Management
I created Guide Wealth Management to prove that you could offer exceptional quality of service for a reasonable cost. We launched almost a year ago in New York and I wanted
Private Pensions – know your options
Private Pensions offer the holder a multitude of options, in extreme cases I have reviewed plans with over a dozen different choices for the account holder. Here’s some key crit..
Basis reporting for Capital Gains and Losses
Whenever you close a position in a taxable account, a tax recognition event occurs in that year. When it comes to reporting this to the IRS,the process isn’t as smooth
Evil Barclaycard goons threaten me with legal action for writing about them!
I received an odd message in my inbox the other day. The subject line was “Barclaycard Remediation Alert – Action Needed”. Here’s what it said:
You are receiving this email because
How to use a investment risk questionnaire
Risk, purportedly, is linked to reward. However it is quite possible to create risk in your portfolio without the reward attached to it. But when we think of ‘risk’ as
Premier credit card: the worst credit card I’ve ever reviewed
The PREMIER credit card, offered by First PREMIER Bank (the capital letters let you know they mean SERIOUS BUSINESS), is the worst credit card I’ve ever looked at. I doubt
Understanding Total Return
It’s been a rough year for the market thus far, when looking at the return of your investment it is important to not just look at the price of the
Understanding a Stretch IRA
A Stretch IRA is the term given to finding younger generations to be beneficiaries of IRA accounts in order to prolong the lifetime of the IRA vehicle post mortem. In
Retirement planning with TIAA CREF Retirement Accounts
This post will explore retirement options for holders of TIAA CREF accounts, with a focus on the RMD impact of holding vs rolling over to a lower cost option. If
Reasons Why You Should Incorporate Your Business
A friend asked me the other day to write up a post about incorporating a business with circles and arrows. I eagerly signed up to do that because I was
Confessions
Time to pour out my heart and get some stuff off my chest. Here we go:
I’ve only flown first class once in my life. And to think I call myself a
Should you do a Sidedoor Roth IRA?
I hope all you savvy readers know what a backdoor Roth IRA is? You don’t? It’s really complicated, which is why posts are generally 200000 words or more and have
Why Mutual Funds Suck
The first US based Mutual Fund was created in 1924, called MITTX. The theory was that it allows an investor to buy a broad array of stocks without having to buy
Making sense of changes to Social Security
The recent Bipartisan Budget act included provisions to close what were deemed ‘loopholes’ within Social Security strategies. Here’s a quick breakdown of what changed:
Section ..
A high-end card nobody talks about: the UBS Preferred Visa Signature credit card
While it’s a lot of fun to write about the same product as 30,000 other bloggers, such as the Chase Sapphire Preferred or the Hawaiian Airlines® World Elite MasterCard®, it’s als..
The new Lexus and Toyota credit cards are here, and they’re not particularly interesting
Doctor of Credit reported last month that Toyota Financial Services is relinquishing its credit card portfolio to Comenity Bank. Folks on CreditBoards have now received their car..
If you want to travel, should you go for points and miles or for cashback?
Yes, yes, I know the answer is “both”. But bear with me for a moment.
Shawn at Miles to Memories has a nice rundown of the new $300 gift cards at
Stash Hotel Rewards rolls out new credit card
There’s a somewhat obscure hotel rewards program you may not be familiar with (I barely recalled seeing it in the Loyalty Traveler blog) that just introduced a new credit card.
Wawa launches credit card, causing everybody outside the mid-Atlantic states to ask, “What the heck is Wawa?”
As if the excitement over yesterday’s Container Store credit card news wasn’t enough, there’s another new credit card to report: Here comes Wawa!
To those of you who don’t live in
Where my assets are located
What a great post idea, tell the world where I buried the loot! I read a few posts from around the web recently from these ‘personal finance bloggers’. For those
Should bloggers accept free stuff? Sure, what the heck.
Frequent Miler recently experienced a dilemma over whether to accept a free rental from Silvercar:
Ultimately, my decision had less to do with ethics or the desire to remain unbi..
$100 a day
I remember back in my traveling days how we’d be so happy to earn $100 per day. It was our goal, and if we hit it, all was well in
When could you afford a dog?
I wanted to bring in a couple of ideas here, and hope you’ll help me out with how you deal with these questions… the tough one for me isn’t when