Category Archives: Money Management & Personal Finance

When do you stop contributing to tax-deferred accounts?


A reader writes: How do you know when you have enough assets in retirement accounts so that you can stop contributing and put your money in taxable accounts? We could probably stop now but it’s a hard habit to break. … Continue reading

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Dealing With Credit Card Fraud — Any Suggestions?


My credit card data was stolen last month. I was lucky– the thief moved slowly and there were only two charges before the fraud computer kicked in. But it was still a hassle and an inconvenience, and at first, I … Continue reading

Posted in Money Management & Personal Finance | 9 Comments

Frugality After Financial Independence – Saving Money on Shaving, and Other Thoughts


I’d like to credit Mike over at Live The New Economy with inspiring me to write today’s post. When you’re done here, go visit his site and check his progress on achieving his goals. I may be an older dog, … Continue reading

Posted in Money Management & Personal Finance | 10 Comments

IRS Denies Military Retirement “Net Disability Exclusion”


One of the book’s contributors alerted me to this problem. Some military retirees (or their tax preparers) are incorrectly applying the net disability exclusion to their pensions. This error has floated around the Internet since at least 1999 and it’s … Continue reading

Posted in Money Management & Personal Finance | 7 Comments

Buying a used car on a cash advance in a new town


It seemed like such a simple question: “How do I get a cashier’s check in a city where I don’t have a bank account?” Our daughter’s car shopping coincided with a family wedding invitation in Texas near her college. My … Continue reading

Posted in Money Management & Personal Finance | 2 Comments