The January 2012 personal finance newsletter is now available. It includes a 2011 investment market recap from Dimensional Fund Advisors with data on all the major indices and a summary of the major investing themes of 2011. In addition, there's a comparison between the dividend rates of the … [Read more...]
FAQ on the Federal Financial Aid Application
If you have a child who's attending college in the fall, it's time fill out the federal government's Free Application for Federal Student Aid, the FAFSA. The FAFSA, should be filed as soon after January 1 as possible in the year your child will be attending college. The reason is that some federal … [Read more...]
December 2011 Personal Finance Newsletter
The December personal finance newsletter is now available. It includes information on a new student loan repayment program going into effect in January 2012, gift tax strategies, and tips on keeping your online accounts secure. Plus, for those that enjoy history, there's some perspective on stock … [Read more...]
Plan now for a successful 2012
Taking a few moments now to assess your financial situation can go a long way toward positioning you for success next year. Some items to consider: If Retired Have you taken any required minimum distributions from your IRAs for this year? Even if no IRA distributions are required, … [Read more...]
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