As featured in The Wall Street Journal, Money Magazine, and more!

January 2008

5 Stupid Financial Mistakes I Made in 2007: Underutilizing Financial and Tax Advisors

by Sasha

In 2007, I actually sought a financial advisor, developed an asset allocation model, and started to track my finances more closely than ever. All good moves, but after reallocating some of my investments, I made my third mistake: 3. Underutilizing Financial and Tax Advisors I mentioned that I developed an asset allocation model with my […]

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5 Stupid Financial Mistakes I Made in 2007: Failing to Establish a Spending Budget

by Sasha

Unlike my first mistake, Failing to Utilize the Energy Tax Credit, my next mistake is one where I at least have a second chance. It’s not too late to fix this one for 2008. 2. Failing to Establish a Spending Budget I tried to spend less, consider my purchases more, and get the best deals […]

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Four Factors That Determine the Value of a Coin

by Luke Landes

I recently wrote about some changes coming to the presidential dollar series released into circulation by the U.S. Mint. Jeremy asked: My wife and I received two fancy rolls of uncirculated coins of a 2007 series in a plastic display case as a gift this Christmas. For now they are just going to sit in […]

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How to Find (and Keep) Your Money

by Sasha

Lost and found has been one of the big themes in my life lately. After finding bonds I’d forgotten about for years, I realized that I’d misplaced some very sentimental and irreplaceable valuables and spent an entire day searching. It was a very bad day until about 6 p.m. when I finally located the items. […]

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Presidential Dollar Coins: New Designs in 2008 and Future Changes

by Luke Landes

There’s some news about the relatively unpopular “presidential” golden dollar coins. I’ve been using these coins almost every day, but I have not run into anyone else doing so. Most people I know haven’t even seen the coins. If you want to pick them up from the bank, pay attention to the release schedule: February […]

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More Children are Budding Philanthropists

by Luke Landes

I’ve had charity on my mind lately, and it seems to be affecting what I write about. During my normal reading, I came across a Washington Post article about what is apparently an increase in philanthropy among teenagers and younger children. Young children and teenagers across the nation are getting involved in philanthropy more than […]

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Morning Roundup: Goals Across the Web

by Luke Landes

Now that I set my financial goals for 2008, I have to start taking steps to achieve them. This is only the second year I’ve set goals like this for myself, and after good results last year, I’m feeling confident. Do you set goals for yourself? Feel free to share them within the comments, particularly […]

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Personal Income Statement, December 2007 (Net Income: $4,252)

by Luke Landes

Earlier today, I posted my year-end balance sheet for 2007. This is a companion to that report. Below, I list my expenses and income for December 2007 and the entire year, as well as some numbers from prior years for comparison. The balance report lists the state of my various accounts, while the income statement […]

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5 Stupid Financial Mistakes I Made in 2007: Failing to Utilize the Energy Tax Credit

by Sasha

Sure, I’m much more aware of my personal finances now, and made some very positive changes in 2007, but looking back, I realize I’ve also made some very-avoidable mistakes, for which I’m kicking myself. My first mistake is also the most annoying to me, since I’ll be feeling the impact of this particular poor decision […]

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Flexo’s Financial Goals and Resolutions for 2008

by Luke Landes

I noted recently that most people fail at financial new year’s resolutions. That may because of the tradition that the typical “resolution” is a light-hearted attempt at improving one’s self, many times uttered in a drunken state, without much of a plan for attainment. If you want to succeed, set a real, solid goal, devise […]

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