Suggested Asset Allocation for Your 529 Plan
Since we’ve been covering college savings and 529 plans here lately, I thought it made sense to have…
Take Real Savings Action: Start a Savings Goal with SmartyPig
This is my review of the SmartyPig Savings Account. I’ve added a new bank to my list of…
PocketSmith: A Calendar-Based Financial Planner
I used to use an Excel spreadsheet religiously to keep track of my future spending and saving…
What Happened When We Stopped Spending Money for a Whole Week
Remember 7th grade and the science experiments? Ah, good times. Well, today I’m not going to make you…
403(b) Rollover to a Traditional IRA
I recently helped Mrs. PT complete a 403(b) rollover to a traditional IRA. A rollover is simply taking…