Archive for November, 2007


Our 529 plans: Accounts and Rationale

I recently covered how to open a 529 college savings plan. I revealed that we have multiple plans for our children. We currently have six accounts in five different states. Here’s a summary of which states we have an account at and why:


Beginner, Intermediate, and Advanced Skill Level Posts

The friends and family that I work with have various levels of financial skills. I decided to rate the strategies I have here with beginner, intermediate or advanced categories to help filter those topics which are appropriate to each person’s skill level.


How to open a 529 college savings plan for your children

As a mom of small children who spends time with other parents of small children, I’m often asked how to open a college savings account. Below I’ve put together a step-by-step plan to open a 529 plan. I’ve tried to keep it simple, as I often find the reason for not doing anything is because [...]


Early Retirement: How much money will you need?

So you don’t want to work until 62, 65, or 67? Many people are interested in retiring early, but do not know where to start. It is much easier to get there once you know how much you will need.


Credit card use bonus money solicited

Today the Dollar-a-day challenge originated from junk mail again. The mail that I used to throw away is fulfilling many challenges and is turning into a great source of new money.
I received an offer from Bank of America to use one of our current credit cards to receive $15. You must spend $250 before December [...]


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