It’s that time of year again! Time when I look at our asset allocation and convince myself to take on more international exposure in our portfolio. After making the update, here’s what our target asset allocation looks like. Update: Here is my most recent asset allocation update. International Asset Allocation Changes When we started using […]

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Free Money Deadlines This Week

Posted by Madison on March 26, 2010

Happy Free Money Friday! In the wonderful world of tracking free money offers, programs continually change their promotions. Spend too much time watching the basketball tournament and you might miss out on some offers with deadlines this week! Schwab 2% Card Ending Rumor has it that the Schwab Credit Card which gives 2% cash back […]

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Credit Card Statements Reinforce Decades of Leverage

Posted by Madison on March 25, 2010

Ever since the credit card act went into law, I’ve had a ton of fun reviewing my credit card statements in the mail. The new table on the statement draws attention to the payoff, ideally encouraging those in debt to pay more than just the minimum to get out of debt. However, for those of […]

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13 Tax Deductions You Don’t Want to Miss

Posted by Madison on March 24, 2010

I love tax deductions. I know, a little over the top, but since I love taxes, it’s only natural that I love finding tax credits and tax deductions for people. With the tax deadline just around the corner, here’s a summary of all the tax deductions you’ll want to review to see if you are […]

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A new health care reform bill, called the Patient Protection and Affordable Care Act of 2010, will be signed by the President today. The house passed the bill on Sunday; the Senate passed it in December. They also added a set of amendments that will go back to the Senate for vote. Since we’re focused […]

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Do you have any students in your family, or are you a student yourself? If so, then the American Opportunity Tax Credit may help you decrease your tax obligations. Like the old Hope Credit, you can claim this new tax credit for tuition and certain fees you pay for higher education either last year. But […]

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UPromise $25 Sign Up Bonus

Posted by Kate on March 19, 2010

It’s Free Money Friday and this week’s Upromise offer is a great opportunity to earn money and save for college! How to Get Your $25 Sign Up Bonus Open a new Upromise Credit Card. Earn a $25 bonus after you use your new Upromise credit card to make your first purchase, balance transfer, or cash […]

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Spring Cleaning for Your Financial House

Posted by Madison on March 18, 2010

Our snow finally melted and we got our first glimpse of spring this week. It always feels good to open the windows and doors and get some fresh air in the house and do some spring cleaning. It’s also a good time to do some spring cleaning in your financial house. Here’s a few financial […]

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Should You Do a Roth Conversion?

Posted by Jill on March 17, 2010

This is the final article is a series on Roth IRA conversions. We’ve been talking about Roth IRA conversions all week. To recap, the 2010 Roth conversion rules mark the first year that there is no income limit for Roth IRA conversion eligibility. Because of that, many people have access to a Roth IRA for […]

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2010 Roth Conversion Rules

Posted by Jill on March 16, 2010

Today we’re covering the 2010 Roth conversion rules in the second of a series on Roth IRA conversions. As mentioned yesterday in How to Make a Roth IRA Conversion, some special rules went into effect on January 1 that make 2010 Roth IRA conversions more attractive than ever. If you haven’t yet, you should really […]

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