Posts Tagged ‘retirement’

Wow August went by very fast!  Since we are enjoying our Labor Day holiday in the U.S., I’ll skip my regular article and give you a short list of great articles that hit the top of PF Buzz this past week

When Does Intellectual Curiosity Stop? at Brip Blap — Do you still read books simply [...]

On Friday, I received my Social Security Statement and looked closely at it for the first time. Although, I have been getting these statements for years, I have never paid too much attention to them until now. The reason? My mom is turning 65 this year, and I need to figure out her [...]

Before I start the roundup, I just want to share with you two new features on Moolanomy…as well as reacquaint you with some of the older ones.

Personal Finance Directory (new) — I changed the old deals and special offers page into this interactive directory where you can rate and comment on the offers I listed. [...]

My family is going on a vacation for a few days. We’re going as far south as Virginia Beach on this trip and I look forward to see the Chesapeake Bay Bridge-Tunnel and neighboring area. I will be resuming my normal schedule by July 14th. I wish everyone a happy and safe [...]

A friend at work is thinking about borrowing from his 401k plan to fund his business start-up. He mentioned it to me and I told him that it’s a terrible idea to borrow from 401k. It may sound appealing at first — i.e., fast loan application, easy to qualify, and you pay the [...]

I finally took care of my parents’ whole life insurance policies and put them on a Premium Offset Proposal (POP) arrangement. Basically, this arrangement uses their policy’s current and accumulated dividend values to pay their premiums. Their death benefits and cash values will continue to grow, but at a slower pace. At the [...]

Net Worth Review
We definitely saw good recovery in April, but you really have to ask how much more can the Fed cuts interest rates. The S&P 500 index went up +4.75% from 1322.70 to 1385.59. According to NetworthIQ, my net worth actually went up +1.70% and net investable assets went up +6.22%, or [...]

Kent Irwin, who recently wrote a guest article: Is Suze Orman Right, Can You Be Your Own Financial Planner?, sent me a free license to use his eFinPLAN online financial planning software. In this post, I am going to provide you with my initial experience, and I will follow up with a second post [...]

Net Worth Review
March was another down month, but the second half certainly showed some promise for the stock market. For the month of March, the S&P 500 index dropped -0.60% from 1330.63 to 1322.70. According to NetworthIQ, my net worth actually went up +0.94% but net investable assets went down -1.01%, or from 22.32% [...]

Net Worth Review
February was another roller coaster month for the stock market. If it wasn’t for the -2.71% drop on February 29th, the monthly performance would have been mostly flat. In the end, the S&P 500 index dropped -3.48% from 1378.55 to 1330.63. According to NetworthIQ, my net worth actually went up +0.02% and net [...]