10 Things to Know About Saving for Retirement, Part 2

I’m taking a bit of a break, so now through July 4th I’ve combed the archives to find earlier content that might interest new readers (as most of my readers are new). This article originally ran July 12, 2006. 
Yahoo! has a top ten list for retirement planning. After this week’s story about the number of people having [...]

10 Things to Know About Saving for Retirement, Part 1

I’m taking a bit of a break, so now through July 4th I’ve combed the archives to find earlier content that might interest new readers (as most of my readers are new). This article originally ran July 11, 2006.
Yahoo! has a top ten list for retirement planning. After yesterday’s story about the number of people [...]

10 Things Your 401(K) Provider Won’t Tell You

First, let me say that if you are not reading Yahoo!’s new Personal Finance section you are missing a ton of great content. Every day when I check the markets a new article catches my eye. Today’s installment is entitled “10 Things Your 401(K) Provider Won’t Tell You” and it’s an article from Smart Money.
Most [...]

Rebalancing Your Retirement Portfolio

Ah, it’s that time of year again. Like Free Money Finance who posted a great article on rebalancing, I am also rebalancing my portfolio. As I stated in my post on this last year, my target allocations break down as follows:
45-55% Domestic Stocks
35-40% International Stocks
10-15% Real Estate
I further break down international stocks into emerging and developed [...]

Excel Personal Financial Tools

Back in April, I highlighted a service that provided a ton of free Excel templates for personal finance related items. It turns out that all of the links on that site point back to Microsoft. The direct link for the free templates is here.
Whether you are looking at buying vs leasing a car, or trying [...]

Automatic IRAs — a Quick Fix for Workers Without Pensions?

I’m up to my eyeballs in work, so we’re going classic today. This originally ran March 3rd.
The WaPo has an article on the future of retirement benefits and the discussions now taking place.
One of the ideas floated includes an automatic IRA for employees that don’t have pension benefits through their employers, either in the form of [...]

H&R Block

See, I mention my favorite whipping company yesterday and they get back in the news with something juicy. H&R Block has decided to lower the rates on their tax refund anticipation loans (though, we’ll still gouge ya!) and go into high-yield banking and more IRAS!
After I stopped laughing, I realized they were serious. They say [...]

Get Your Financial Life in Order (Day 1)

Previously, I had highlighted Fidelity’s Investors Weekly columns as some of my favorite read for a-ha! ideas. One of this week’s articles is a fantastic way to get your financial life in order between now and 2007.  I’ll be reviewing one month per day this week.
August
Review your portfolio
I wrote about my update process back in [...]

Online tools

The Christian Science Monitor has an excellent Work and Money section that I think is often overlooked by those seeking financial help. One particularly great story involves a comprehensive listing of free online financial tools.
These tools do everything from finding cheap gas to help you plan for retirement. However, the more sophisticated the analysis, the [...]

10 Things to Know About Saving for Retirement, Part 2

Yahoo! has a top ten list for retirement planning. After this week’s story about the number of people having to retire early, it might be a good idea to look over the list and make sure we are on the right track. I covered the first five yesterday. Here is the second five.

Save as much as you [...]