Tip'd

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helen / Tip'd

Comparing asset allocation: Schwab vs. Morningstar vs. Fidelity

Posted by helen 1033 days ago (http://www.affinefinancial.com)
Category: Personal Finance | Tags: asset allocation investment portfolio
If asset allocation is so darned important, then why do Schwab, Morningstar, and Fidelity give such different answers? And why do they report such d[...] read more »
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Taxing update

Posted by helen 1040 days ago (http://www.affinefinancial.com)
Category: Personal Finance | Tags: massachusetts minimum wage sales tax
Friday the Federal minimum wage increases to $7.25/hour. Adjusted for inflation, this is lower than it was in the 1970's. In another week, the Mas[...] read more »
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Making sure it all adds up

Posted by helen 1046 days ago (http://www.affinefinancial.com)
Category: Personal Finance | Tags: ethics tax preparer standards
The IRS is seeking public input into standards for tax preparers. read more »
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Proposed stimulus initiative: Convert to metric

Posted by helen 1050 days ago (http://www.affinefinancial.com)
Category: Economy | Tags: economic recovery metric system
We should use the economic doldrum to join the rest of the world and convert to the metric system. read more »
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No aversion to conversion: IRA to Roth

Posted by helen 1051 days ago (http://www.affinefinancial.com)
Category: Personal Finance | Tags: roth conversion gay taxes lgbt taxes
A year of reduced income is a great time to convert your traditional IRA into a Roth, if you have the cash to pay the taxes... read more »
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Can an S corporation save me money?

Posted by helen 1053 days ago (http://www.affinefinancial.com)
Category: Personal Finance | Tags: s corporation self-employment tax
The good news is that forming a new business as an S corporation, rather than as a sole proprietorship, can save on self-employment tax. The bad new[...] read more »
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Sustainable energy: If Uncle Sam went to a financial planner...

Posted by helen 1059 days ago (http://www.affinefinancial.com)
Category: Green | Tags: solar power sustainable energy
If Uncle Sam went to a financial planner, what would his plan look like?... read more »
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Is title insurance worth buying?

Posted by helen 1065 days ago (http://www.affinefinancial.com)
Category: Real Estate | Tags: consumer protection title insurance
Title insurance is one of those things you never think about until two days before closing, and then you have to make a big decision... read more »
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Creative Personal Economic Stimulus: Boston’s Bounty Bucks

Posted by helen 1067 days ago (http://www.affinefinancial.com)
Category: Personal Finance | Tags: food vouchers farmers\' markets
The city of Boston is offering coupons that turn $10 of food vouchers into $20 to spend at the local farmers’ market. What a great idea to support l[...] read more »
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You get what you measure

Posted by helen 1070 days ago (http://www.affinefinancial.com)
Category: Personal Finance | Tags: financial advisors advisor fees
Financial advisors are often paid by a percentage of assets under management, but that's only part of your financial picture. Are we measuring the [...] read more »
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If Barack Obama was gay…

Posted by helen 1075 days ago (http://www.affinefinancial.com)
Category: Personal Finance | Tags: barack obama same-sex partner benefits
If Barack Obama was gay, he would have just signed an executive order giving himself, a federal employee, some additional benefits. Let’s see how th[...] read more »
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The end of Money

Posted by helen 1076 days ago (http://www.affinefinancial.com)
Category: Personal Finance | Tags: quicken microsoft money
Quicken is offering some deep discounts to lure soon-to-be-former Microsoft Money users. read more »
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Solution for the marriage penalty

Posted by helen 1076 days ago (http://www.affinefinancial.com)
Category: Personal Finance | Tags: marriage penalty solution taxes
Two working people often pay more in taxes if they file as a married couple than as two singles. Terry Neese has a simple idea to level the playing [...] read more »
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Monte Carlo estimator for retirement planning

Posted by helen 1084 days ago (http://www.affinefinancial.com)
Category: Personal Finance | Tags: monte carlo retirement. calculator
Monte Carlo does not mean you take your life’s savings to Monaco and let it ride on roulette red. A Monte Carlo simulation is used to model systems [...] read more »
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Hey buddy, can you spare a renminbi?

Posted by helen 1089 days ago (http://www.affinefinancial.com)
Category: Personal Finance | Tags: china savings rate
Ever wonder how China has managed to buy up $770 billion of US treasuries? China is now the leading foreign holder of US debt (and has been for the [...] read more »
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