Personal finance

Six Ways to Boost Your Savings by Making the Most of New Tax Law

Posted by Sun on October 27, 2006 (0) Comment

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 [...]

Popularity: 10% [?]

Categories : 401(k), Personal finance, Retirement Tags: No Tags

Study Warns Privacy Risk of No-Swipe Credit Cards

Posted by Sun on October 24, 2006 (0) Comment

I read an article yesterday on the New York Times website about the potential privacy risk of no-swipe credit cards, those cards that don't require mannually swiping through a machine, therefore, no signature needed. For a customer with a no-swipe card (for exampel, the Blink card from Chase), all he/she needs to do is waving [...]

Popularity: 4% [?]

Categories : Credit cards, Personal finance Tags: No Tags

Sent Checks to Scottrade

Posted by Sun on October 24, 2006 (0) Comment

Due to the apparent delay of our Roth IRA transfer process at Vanguard, I decided to mail the checks ($1000 each) to Scottrade for our forth quarter Roth IRA contributions. When I started the transfer process at the end of last month, I thought it could be done before the next quarterly automatic investment date [...]

Popularity: 10% [?]

Categories : Investing, Personal finance, Retirement, Stock Tags: No Tags

Update on IRA Transfer to Vanguard

Posted by Sun on October 20, 2006 (2) Comment

Just got off the phone with Vanguard and Scottrade regarding transferring part of my Roth IRA asset from Scottrade to Vanguard and the news wasn't pretty.
I submitted the paper work on September 29th and had expected to whole process to finish in October. According to Vanguard, the transfer can take up to four weeks, so [...]

Popularity: 10% [?]

Categories : Personal finance, Retirement Tags: No Tags

My Saving and Investing on Autopilot

Posted by Sun on October 20, 2006 (6) Comment

Yesterday, an article appeared on Kiplinger offered a list of year-end financial tricks aimed to help us to be more organized and disciplined for our personal finance. Among the suggestions, the one that I like the most is "Put your savings on autopilot," and we have been doing that for quite a while. Here's our [...]

Popularity: 9% [?]

Categories : Personal finance Tags: No Tags