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This Week: April 4th, 2017

On this week’s episode we discussed the IRS funding issues, saving for retirement vs. buying a dream home, getting the tax break on Edvest contributions, and big box retailers going out of business.

 

Some of the websites we mentioned:

That's all for now. Send your questions and comments to [email protected], contact me directly at [email protected], or use our online contact form. Until next time...

Spend less, have more!

Kevin McKinley


Previous Journal Entries

March 28th, 2017

We discussed phone scams, getting rid of private mortgage insurance, deadlines for IRA and Roth IRA contributions (and undoing conversions), and why the growing popularity of leasing vehicles may mean you get a good deal on your next new or...

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March 21st, 2017

We discussed the supposed status of being “Super Busy”, when and how to rebalance a portfolio, getting the best deal on a new or used car, and making sure you take your first RMD from your retirement accounts before the deadline.

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March 7th, 2017

We discussed tax refunds, whether to fund a Roth IRA or pay off a car loan, the right things to focus on when buying a vehicle, and whether to use a pre-tax retirement savings plan, or the Roth version.

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