Comments on: Bargaineering 2009 Annual Financial Review Week

By: Shock

Shock — Wed, 09 Dec 2009 04:24:00 +0000

Great theme for this “week” series.

By: Jim

Jim — Thu, 03 Dec 2009 21:07:38 +0000

The video is available and you can watch it here. It talks about the fees, the one thing you can control.

By: Shirley

Shirley — Thu, 03 Dec 2009 20:10:43 +0000

Re: Your Mutual Fund May Be Ripping You Off

As a senior with my entire IRA in Mutual Funds, I’m in a hurry to see this one! Hopefully you will tell me that Morgan Stanley Smith-Barney knows what they are doing.

By: jsbrendog

jsbrendog — Tue, 01 Dec 2009 15:23:55 +0000

i try to make my whole year my “year end review” because if you stay on top of it then you don’t have to go in and make sure it is all well and goood. But, at the same time, i realize how unrealistic this may be so bring it on

By: James

James — Tue, 01 Dec 2009 15:02:05 +0000

great. the one on asset allocation is very timely and should be very helpful

By: Izalot

Izalot — Tue, 01 Dec 2009 03:35:21 +0000

I would love to see a report on FSA’s especially those with past experience with certain company’s debit card and collect on items. I had a friend that had a miserable time collecting when he had all receipts that pointed medical.

By: John DeFlumeri Jr

John DeFlumeri Jr — Mon, 30 Nov 2009 15:32:34 +0000

How do we manage to stretch our small paychecks, or find a better paying job?

By: pcallaghan

pcallaghan — Mon, 30 Nov 2009 13:42:07 +0000

Looking forward to the banking and the tax withholding… with recent house purchase my tax withholding is going to need to change.

By: The Net Analyst

The Net Analyst — Mon, 30 Nov 2009 08:32:53 +0000

When you get to the investing section please consider including some information on bonds, specifically the tax free ones. I understand the basics and it appears that a some bond mutual funds pay out great interest rates with low risk and they are more predictable than stocks. I am not the huge stock market fan I used to be and am looking for safer alternatives.

By: Financial Samurai

Financial Samurai — Mon, 30 Nov 2009 07:49:39 +0000

Jim – What about one on how to differ as much income as possible to avoid taxes until one moves to a no income tax state upon retirement?

Now that’s something I’d be highly interested in!

Sounds like a great line-up.

Best,

Sam-urai

By: eric

eric — Mon, 30 Nov 2009 05:10:44 +0000

Awesome looking forward to it..the personal credit report reminder would be so convenient

By: Jim

Jim — Mon, 30 Nov 2009 05:08:07 +0000

JK – The closest I’ve ever been to a managed mutual fund is a target retirement fund, which is sort of like the manager picking from other cheap funds.

As for emergency funds, here’s a post on setting your emergency fund amount and one on how to setup a CD ladder.

By: Kristen from FiLife

Kristen from FiLife — Mon, 30 Nov 2009 03:53:40 +0000

nice – look forward to it!

By: zapeta

zapeta — Mon, 30 Nov 2009 03:52:52 +0000

I’m looking forward to the discussion! Thanks!

By: JK

JK — Mon, 30 Nov 2009 03:50:05 +0000

Jim,

I agree that asset allocation is the toughest nut of them all. So much confusion, so many companies selling you stuff that take advantage of that confusion. As an aspiring Boglehead I don’t think anyone should buy a managed mutual fund – ever… look forward to your post.

One suggestion – you should add a post on how to determine emergency cash requirements and how to stash it.