Appreciate Finance Blog
Socially Responsible Investing
It’s been a long time coming, but as per studies cited in this article, there is no longer a penalty for investing in socially responsible funds. In other words, you aren't necessarily going to get lower returns for making this choice.
Retirement planning research, socially responsible investing and more
An interesting new retirement report by TD Ameritrade reveals some key facts, among them: Only one in 5 Americans maxes out consistently their 401k/retirement plan; and, Most folks would rather spend less in retirement than less now. Read more...
Thinking about refinancing?
Interest rates are low again, just when we thought they could not get lower. You might want to think about refinancing now.
Tax Updates and Reminders
I know it's not April, but still, let's talk taxes. Estimated tax is due Sept 16th, if applicable in your case. If you filed for an extension, tax returns are due Oct 15th. Read more...
Traveling for business, pleasure and retirement
Let’s talk about retiring abroad. In case you were really enjoying Portugal and thinking of making it more permanent, read about how Medicare issues might make it a bit more complicated, but can be managed. Read more here...
Traveling for business, pleasure and retirement
As some return from vacation and others are still happily enjoying the summer freedoms, let’s talk about retiring abroad. In case you were really enjoying Portugal and thinking of making it more permanent, read about how Medicare issues might make it a bit more...
How America Saves, waiting for inheritances and healthy bodies, healthy portfolios
"How America Saves" is the title of a new Vanguard report that sounds so 4th of July! Read on about the current state of our national savings habits. Read more here...
Form 5500, the benefits of being rich and some notes on Social Security and Medicare
If your solo 401k contained $250,000 or over on Dec 31 2018, you must file form 5500 by July 31. Click here for more information and the form. You have plenty of time, but this is the sort of thing due in the middle of the summer that is easy to forget. Read more...
Mothers’ Day Lessons, Estate Planning and spending
If you haven't taken the time for estate planning yet, here are some links to resources so you can create a will online. It's often better to sit down with an attorney but if you haven't been able to get to it yet, this will allow you to have something prepared in the...