The following is an in-depth collection of key reads, published by Sensible Financial, regarding various topics related to your personal finances and investing.
The War in Ukraine
It’s sad that we’re updating this post yet again. This is a terrible time. One…
Charitable Contributions
Updated: September 1, 2015The end of the year is a traditional time for charitable contributions….
Financing College – It’s not just for your kids anymore!
Updated: September 1, 2015Wait! Before you move on to your next e-mail, thinking “my kids…
Matchmaker, Matchmaker, Make Me a Raise
Updated: September 1, 2015Lots of people are leaving money on the table, turning down money…
How much diversification is enough?
Updated: September 1, 2015Mom told us to dress warmly, eat well, wear clean underwear and…
The (Hidden) Costs of Mutual Fund Investing
Updated: September 1, 2015We humans focus on what we are shown. This tendency makes magic…
Mutual Funds vs Separately Managed Accounts
Like what you’re reading? Sign up for our monthly newsletter to receive the latest articles…
After Enron – protecting your retirement nest egg
Updated: September 1, 2015The highly publicized collapses of Enron and WorldCom destroyed many 401(k) accounts,…
Market decline and volatility – what does it mean for my portfolio?
Updated: September 1, 2015You may have heard or noticed that the stock market has been…
How to avoid the next Madoff scam
Updated: September 1, 2015What can we learn from the Madoff fraud? Let’s start by listing…
What to do with your income tax refund
Updated: September 1, 2015April 15 has just passed¹. With a little luck, you may have…
Five Simple Rules for Harvesting Capital Gains
Updated: September 1, 2015The end of the year is upon us1. Your tax advisor (if…
Take Advantage of Low Taxes on Investments
Updated: September 1, 2015How can you take advantage of dividend and capital gain tax rates…
Establishing a Streamlined Tax Structure
Updated September 1, 2015Have you seen the simplified 1040? It looks like this:How much money…
Should you convert your Traditional (pre-tax) IRA to a Roth IRA in 2010?
Updated: September 1, 2015The US Congress, in the Tax Increase Prevention and Reconciliation Act (TIPRA)…