Comments on: 9 Year-End Money Moves

By: the 12 things you must do in the new year | The Whinging Geezer

the 12 things you must do in the new year | The Whinging Geezer — Tue, 23 Dec 2008 20:22:29 +0000

[...] 9 – 9 Year-End Money Moves @ [...]

By: Milo

Milo — Mon, 22 Dec 2008 21:07:25 +0000

money definitely IS the most important thing in life

By: Going Frugal: Prioritize for 2009 | Sisterly Savings

Going Frugal: Prioritize for 2009 | Sisterly Savings — Thu, 18 Dec 2008 04:46:53 +0000

[...] 9 – 9 Year-End Money Moves@ [...]

By: Trevor Shipp "Financial Nut"

Trevor Shipp "Financial Nut" — Thu, 18 Dec 2008 00:42:07 +0000

Thanks for the 9 steps! Reviewing what you pay for your car insurances, health insurances, etc… is absolutely KEY! My wife and I are in the process of changing who we do car insurance through, and we will literally be saving over $60 per month by switching to Geiko (they gave us a “FREE RATE QUOTE” * you have to say it in an Australian accent for it to be fun!).

We’re hoping to save some real money this year just by reviewing our monthly expenses.

Thanks for the insight!

By: Pinyo

Pinyo — Wed, 17 Dec 2008 18:30:06 +0000

@Paulette – Thank you for sharing. That’s a very good example.

@Alisa – If you are planning to buy the exact same stock back, you have to wait at least 31 days before buying it back, otherwise, you’ll be subject to wash sale rule and cannot use the loss for deduction. If you are talking about EFTs and mutual funds, you could also be subject to the wash sale rule if the IRS consider them substantially identical security — but this is beyond my expertise and you should consult your investment and/or tax advisor on what is considered “substantially identical”.

On a different note, you could sell your losing stocks and buy and index funds and/or ETF to stay in the market.

By: Alisa

Alisa — Tue, 16 Dec 2008 20:21:33 +0000

Hey.. question about number 2. What about investments in which you have had losses (and sometimes its not because of the operation of the business but other factors like the economy) but you want to buy the stock at the lower price. Can you sell to lock in losses but then buy back at the cheaper price to take advantage of future gains and a greater margin of safety? Is there a window of time that has to go buy before you can buy the stock again after you sell it? Any other thoughts on this? Be well?

By: Link Love: 12 Days and 12 Peeps to Love | I've Paid For This Twice Already...

Tue, 16 Dec 2008 18:24:14 +0000

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By: 12 Days of Christmas - Personal Finance Style : M-Network Blogs

12 Days of Christmas - Personal Finance Style : M-Network Blogs — Sun, 14 Dec 2008 13:59:07 +0000

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By: 3 Financial Spreadsheets

3 Financial Spreadsheets — Fri, 12 Dec 2008 02:58:45 +0000

[...] Day 7 – 7 Savings Strategies at Being Frugal Day 8 – Eight Simple Snowflakes at Paid Twice Day 9 – 9 Year-End Money Moves at Moolanomy Day 10 – 10 Personal Finance Essentials at Cash Money Life Day 11 – 11 Ways To [...]

By: the 11th day of Christmas: 11 ways to decorate more frugally | plonkee money

Thu, 11 Dec 2008 12:01:43 +0000

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