Average Tax Refund: How Does This Year Stack Up to the Historical Average?
Thu, 05/23/13 | 9 Comments

I just found some data from the IRS on tax refunds, which, I found interesting (and hope you do too).
Let’s look at the numbers.
As of May 10, 2013, 134,349,000 tax returns have been submitted. This …

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ETF’s Versus Index Funds & the 5 Big Differences to Consider
12/21/08 | 9 Comments
ETF’s Versus Index Funds & the 5 Big Differences to Consider

ETF’s or Index Funds: An Epic Battle
ETF’s (exchanged traded funds) and index funds. The comparison between the two is kind of like deciding to pull over to a restaurant that you see off the side …

Does your 401k Plan Offer the Elusive Self-Directed Brokerage Option?
12/17/08 | 7 Comments
Does your 401k Plan Offer the Elusive Self-Directed Brokerage Option?

The other day I was searching through the 401k section of my employer’s intranet and was shocked and delighted to find that employees are now offered a self-directed brokerage option through Vanguard. I have been …

5 Easy Steps to Eliminate your Junk Mail
12/14/08 | 11 Comments
5 Easy Steps to Eliminate your Junk Mail

In a recent post, I covered how to organize mail and paperwork. What I didn’t highlight was how to eliminate all of that annoying junk mail from even arriving in your mailbox. Getting rid of …

IRS Maximum Allowed 401k Contribution Increases in 2009
12/12/08 | 28 Comments
IRS Maximum Allowed 401k Contribution Increases in 2009

The IRS maximum allowed 401K contribution will increase from 2008′s $15,500 to $16,500 in 2009 (for those over 50 years old, the 401k catch-up contribution increases to $22,000). If you’re looking for other years, here …

A Complete Guide to Effectively Organizing your Paperwork & Mail
12/9/08 | 14 Comments
A Complete Guide to Effectively Organizing your Paperwork & Mail

How to Organize Paperwork
We’d all like to think that we’re at or near going paperless (and perhaps a few of us are). However, the truth is that most of us still receive enough snail mail …

My Zecco Review
12/7/08 | 10 Comments
My Zecco Review

Zecco Review: $4.95 Stock Trades
What follows is a Zecco review based on my personal experience with them, updated for 2012. I maintain my Zecco account to this date.
<Update: Zecco has officially merged with TradeKing, and …


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