The Sun's Financial Diary

I ususally don't read very carefully the newsletter Fidelity sends to me as I see it as an advertisement. But an article in today's E-News got my attention. It's about how to take advantage of the new tax law passed in August to boost savings. Below is the summary of the article, click here for [...]

I usually don’t check my 401(k) account until the time to update the net worth and even at that time, I didn’t look at the return because, first, I simply forgot to check and, second, I won’t make any change before the year end, no matter how good or bad the return is. But tonight, [...]

As we entered the last quarter of 2006, there are some articles recently offering advices on how to get your personal finance in order at the end of the year and be prepared for 2007. For me, there are at least three things I plan to do for our investments before year end:

Rebalance both taxable [...]

I came across an article on SmartMoney.com the other day titled “The Girl’s Guide to Retirement,” and there are some interesting numbers in the article that caught my attention.

Confused about what to invest in your 401(k) plan? Maybe a financial advisor can help. 
I always thought that how to invest in my 401(k) is my sole responsibility. Even when sometimes it seems confusing in making the right combination (not to mention maximizing returns), I never thought about seeking professional assistance. First of all, I [...]

My wife has been with her current company for nearly five years and her employer offers a match for the first 6% of her 401(k) contributions. The only catch is the match is given in company stocks in the form a fund. Ever since she joined the company, she maxed out every year and now [...]