Financial Planning

Archived Posts from this Category

Sat 3 Feb 2007

Convert Your IRA During Low Income Years!

Author: William Wallets in Retirement , College , Financial Planning


Who: This post is for people who are planning to have some years in the near future in which they will be making significantly less income than they currently are. You might just want to take some years off travelling, or you may be leaving your job to pursue a full-time graduate degree.
What: This […]

Popularity: 12%


Thu 25 Jan 2007

Creating a Fixed Income Ladder

Author: William Wallets in Investing , Financial Planning


Who: This post is for people who do not know what a fixed income ladder is or for people who want to learn about starting one. A familiarity with the basics of bonds and CD’s is assumed.
What: This post discusses a basic strategy for controlling cash flow and earning income from fixed income […]

Popularity: 13%


Sat 13 Jan 2007

The Only Free Lunch in Finance - Diversification

Author: William Wallets in Investing , Financial Planning


Who: This is post is for people who are looking to find out about diversification of their investments. If you want to find out what diversifying your portfolio means, and how to do it, this post is for you.
What: This post discusses various types of portfolio diversification. This will not be a mathematically […]

Popularity: 9%


Thu 11 Jan 2007

What is a Good Rate of Return?

Author: William Wallets in Investing , Financial Planning


Who: This post is for people who look at their portfolio return and have no idea whether or not their return is good, bad or average. If you’re looking for a framework through which to evaluate your portfolio returns, this post is for you.
What: This post will discuss how to benchmark your portfolio’s return. […]

Popularity: 8%


Tue 9 Jan 2007

Uncle Sam’s Revenge III: Get Your Tax Refund Early

Author: William Wallets in Taxes , Financial Planning


Who: This post is for people who enjoyed Part I and Part II of the Tax Basics. This post will be helpful for those who claim a lot of exemptions on their taxes, are working only part of the year, or for those crazy cats that want to get their tax refund over the […]

Popularity: 23%


Wed 3 Jan 2007

Cost Benefit Analysis - A Real World Application

Author: Benjamin Frankbling in Economics , Financial Planning


Hello gentle readers and welcome to my first post of this (or any other) year, my name is Benjamin Frankbling. My aim is to provide you all with unique content and opinions that you wont find anywhere else. Personal finance advice can be found all over the web, so as editor in […]

Popularity: 9%