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Article Archive for May 2014

Rebalancing Investments: Why, When, & How to Avoid High Fees
Tue, 05/27/14 | 7 Comments
Rebalancing Investments: Why, When, & How to Avoid High Fees

Getting over the fear of investing is a hurdle that everyone needs to surpass.
Once you make that leap, it really can be as simple as passively investing in a few different index funds or ETF’s …

Where to Find the Best Appliance Deals & Get at Least 25% Off Every Time
Wed, 05/21/14 | 11 Comments
Where to Find the Best Appliance Deals & Get at Least 25% Off Every Time

As part of my big kitchen renovation (more details to come) I had decided to replace my 20-year old appliances for more efficient, functional, and quite frankly, better looking ones that actually match the rest …

Shopping for New Appliances? Follow These 10 Tips
Mon, 05/19/14 | 17 Comments
Shopping for New Appliances? Follow These 10 Tips

My wife and I recently undertook a kitchen renovation, which is still in progress. Once complete, I’ll share the story, pictures, and some numbers, but that will probably turn in to a novel. Meanwhile, I …

Retirement Plan Rollovers Have you Confused? Check Out this Rollover Compatibility Chart
Wed, 05/14/14 | One Comment
Retirement Plan Rollovers Have you Confused? Check Out this Rollover Compatibility Chart

Have you ever wondered, “Hmmm… can I roll this retirement plan over to that retirement plan”?
Retirement plan rollovers can be confusing. Sometimes there are goofy rules around when you can do it or if you …

Why I Love Vanguard & You Should Too
Mon, 05/12/14 | 16 Comments
Why I Love Vanguard & You Should Too

Vanguard recently wrapped up a cross-country tour that they dubbed “The At-Cost Café” to extoll the virtues of low cost investing – and quite appropriately – sell coffee at-cost ($0.26) to those who crossed their …

Capital Gains and Selling Employee Stock: What you Don’t Know CAN Hurt you
Wed, 05/7/14 | 8 Comments
Capital Gains and Selling Employee Stock: What you Don’t Know CAN Hurt you

A while back, we covered capital gains tax basics. One thing I didn’t get in to that I thought deserved a post all of its own is capital gains on employee stock units – you …


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