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Financial Documents For Young Families

by Flexo

Have you recently welcomed your first child into your family? If so, it may be time to get some of your financial documents in order. These are some things you may not have considered before having a baby. This video from SmartMoney TV quickly runs down the basics: which documents are necessary and why. 1. ... Continue reading this article…

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Income Taxes: Done and Over With

by Flexo

I decided to bite the bullet and do my income tax return without any professional assistance. I was originally considering working with a tax accountant due to the increased income from my side business. As it turns out, it wasn’t as complicated as I thought it would be. I’m pretty sure I was able to ... Continue reading this article…

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U.S. News & World Report: Frank Talk on Finances

by Flexo

By Emily Brandon February 4, 2007 Laying bare their money secrets, bloggers trade strategies for retirement. Many are young. A few even make a buck It isn’t easy to talk about money. When Jonathan Ping graduated from college and married, he finally achieved a steady stream of income. But his head became filled with questions ... Continue reading this article…

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Yet Another TIAA-CREF Problem With My SEP IRA

by Flexo

Back in April, I was assured by TIAA-CREF that my new SEP IRA contribution would be “coded” for the 2005 tax year. Guess what? I viewed my 2006 tax form provided by TIAA-CREF, and my SEP IRA contribution is included for the 2006 tax year. I am disappointed but not surprised. I’ve written about TIAA-CREF’s ... Continue reading this article…

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Money Magazine: 8 Smart Year-End Moves, Part 1

by Flexo

Money Magazine suggests eight money moves people should consider for the end of the year. Here are some thoughts. 1. Take your losses. Money suggests selling poor-performing stock to offset ordinary income for tax purposes. In my opinion, this depends on the stock. If the future does look bleak, go for it, but if there ... Continue reading this article…

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TIAA-CREF Funded My SEP IRA!

by Flexo

TIAA-CREF has finally come through! You may have been following the saga. If not, here’s the short version: In order to reduce my tax liability from self-employment income, I wanted to open a SEP IRA. The SEP IRA lets you contribute tax-free beyond the Traditional/Roth IRA limit, but only as an employer. I employ myself ... Continue reading this article…

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TIAA-CREF Didn’t Fund My SEP IRA

by Flexo

In order to reduce my 2005 taxes a little, I decided to throw some of my self employment income into a SEP IRA. The great thing about SEP IRAs is that I can invest above and beyond the normal contribution limit for Traditional and Roth IRAs as well as beyond the employer 401(k) plan offered ... Continue reading this article…

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Don’t Regret

by Flexo

Jeanne Sahadi regrets her past mistakes of inaction. We can all learn from her mistakes, I believe. In the article, she mentions three actions she wishes she had taken which would have improved her financial situation. Use a Roth IRA to save for a down payment. Roth IRAs are generally thought of accounts for retirement, ... Continue reading this article…

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