Author Archives:
Choosing What to Do With Your Cake
When our parents reminded us that we cannot have our cake and eat it too, it taught us all we need to know about the saving versus spending choice. Since debt and money problems are such a big source of stress for so many people, logic tells us that we would be happier with a [...]
Saving for Retirement
Economists and retirement experts have argued for some time that most Americans are not saving enough for retirement. Yet the impact of the recession and the ensuing damage to many U.S. workers’ retirement savings has made the situation even more serious. The issue affects workers of all ages and is projected to intensify as more [...]
Battle brews over money education
As the BBC reports, the government could face a battle over funding for a national money education scheme announced in the Queen’s Speech. Read the entire article from the BBC
Taxpayers could owe IRS money, thanks to tax credit
More than 15 million taxpayers could end up owing the IRS money next spring, an unintended consequence of a tax credit designed to stimulate the economy, the Treasury Department’s inspector general for tax administration said this week. Read the entire article at newarkadvocate.com
Exercise the Options, Sell the Stock
A friend of mine finally was able to retire last year, albeit quite a few years later than he had planned on. He was a tech engineer in Silicon Valley who, like many employees, was rich on paper with company stock options he was relying on for his retirement. At that time with the technology [...]
