Investment Policy Statement: A Template
You need an Investment Policy Statement. Do you have one? If you said no, you're not alone. Neither did I, until now. The White Coat Investor has been harping on…
You need an Investment Policy Statement. Do you have one? If you said no, you're not alone. Neither did I, until now. The White Coat Investor has been harping on…
I have written about the basics of asset allocation. Today I would like to lay out what my own retirement asset allocation looks like. Lazy Portfolio I'm a set it…
Dr William J. Bernstein is a neurologist, author and financial theorist. He has several books to his credit. Among them is If You Can: How Millennials Can Get Rich Slowly,…
If you own a business in the United States, you will likely need an EIN- Employer Identification Number. First let's learn a little bit about it and then see how…
FIRE blogs are lighting up with a new kind of FI: Coast FI. This is a very cool name for a milestone my husband and I hit this year, amidst…
As we go down Form 1040 in your personal tax returns, we talked about Total Income and Adjusted Gross Income in the last couple of weeks. Today, we move on…
Last week, we took a look at how Total Income is defined for tax purposes. Today, we go down the 1040 to see what's next: Adjusted Gross Income. Adjusted Gross…
Form 1040 is the form individual taxpayers use in order to file their tax returns. You can find a ton of information on the 1040, today we will focus on…
As parents, we want the very best for our children, in every walk of life. We want them to be prosperous- in the widest sense of the term. Money may…
I was late to the FBAR party. I did not even know there was such a thing. And none of the *fabulous* CPAs who did our taxes for the first…
It's easier. It's greener. You can do it ahead of time- a whole year ahead, in fact. What's not to like? Here is how to pay taxes online. IRS Online…
Last year, I hired my kids to model for this blog. That evidence is all over this site. Their earnings from this gig is modest, though a tad better than…