by Kristine McKinley | Sep 21, 2006 | Taxes
If you give money or non-cash donations to charity, you’ll be interested in some of the provisions of the new Pension Protection Act. There are two changes affecting charity: the first is that you are now required to maintain written documents for any cash...
by Kristine McKinley | Sep 17, 2006 | Investing, Personal Finance
Exchange traded funds (ETFs) are gaining in popularity, but are they right for you? ETFs are similar to index funds, but they trade like a stock, meaning they can be bought and sold throughout the day instead of just once a day. Advantages: Low cost – ETFs have...
by Kristine McKinley | Sep 13, 2006 | Retirement, Taxes
Recently, someone asked me if they could deduct losses they incurred in their Roth IRA. Here’s my response… You can deduct losses in a Roth IRA, but the rules and treatment are different than you might expect. First, in order to claim a loss in...
by Kristine McKinley | Sep 9, 2006 | Budgeting and Saving, Personal Finance
I was at a conference recently, and learned a great tip to automate many of my email communications. After I implemented this tip, I started thinking about all the ways you can automate your finances to help achieve your financial goals. So… this week’s...
by Kristine McKinley | Aug 24, 2006 | Investing, Personal Finance
In SmartMoney’s Save 50% on Everything article, Anne Kadet says "Fussing over investment fees is a bore, but if you want to get rich, it’s a must." I agree. Keeping investment costs at a minimum is one of the most important things you can...
