Here’s the goals for My Dollar Plan: Offer a place for friends and family to go to get answers to their questions. I spend a considerable amount of time researching and advising people on all money matters. Because the topics often repeat and overlap, I want to point them to this site for their answers. […]
As I sort through the piles and piles of financial articles and clippings all over, I found an old clipping I saved in Bloglines. This article about how to convert paper savings bonds to electonic from My Money Blog is on my to-do list for Sam. As I was accessing her safe deposit box (I […]
As most of my friends and family know my love for finance, I am often asked about my opinions on various topics. I have completed taxes, managed portfolios, set up budgets, had finance-discussion lunches, advised on credit card debt, and brainstormed some far fetched financial ideas. I will write about some of the work I […]
One of my favorite retirement tools is a Roth IRA. Yearly contribution limits keep us from using it for all our retirement assets. However, a little known way to contribute additional funds is through the use of an after tax account with an employer who allows in service withdrawals. Fortunately my employer allows this.
I have always had a passion for seeking out ways to squeeze every penny out of a dollar and then some. When I hear about a great financial idea I like to push it just a little further to see if I can’t make some more money. I opened my first IRA while I was […]