Newsletter | News Brief
Evan Barnard, CFP™, EA
Jan 15, 2020
Your 2020 Personal Finance Calendar To-Do List
The start of a new year is when many of us ask ourselves what lies ahead personally, professionally and financially. We happily hang a colorful 2020 calendar, jot down birthdays, upcoming vacations, and other future events …
Wealthy People Need Budgets Too: It's Called Cash Flow Management
In our experience, ultra-high-net-worth individuals underestimate their spending by 25% on average — and sometimes by as much as 50% …
Take charge of your credit
By now, you've encountered the world of credit, whether it was renting your first apartment or figuring out how to pay for a kitchen …
ABC News
How to Get Items Removed From Your Credit Report
Your credit report is a signal of financial stability. But it's fairly common even for the most diligent with their money to get slightly …
The High Cost of Having a Baby in America
For women in many developed countries, having the baby—not paying for it—is the hard part. Giving birth in Finland, for example, will …
The Atlantic
Retirement And The Laws To Help Older Workers
"Ageism in the Workplace" is the cover feature of the February 2020 AARP Bulletin. Tales are told of older workers mistreated or axed …
How Much Can You Contribute to a 401(k) for 2020?
One of the best and most tax-friendly ways to build a nest egg for retirement is by contributing to an employer-sponsored …
Underfunded IRS struggles to send refunds, answer calls
Burdened with years of budget cuts and a recent increase in workload to implement a new tax law, the IRS struggled to deliver on its …
ABC News
Form 1040-SR: Seniors Get a New Simplified Tax Form for 2019
If you are 65 or older (or you turned 65 any time in 2019), you will have the option to use a new simple tax form for seniors, known as …
Moving Forward Financially After the Loss of a Loved One
The loss of a partner or family member is a life-changing event laden with intense emotions. Whether the death is sudden or precipitated …
When Should My Husband And I Start Our Social Security Benefits?
Today's column addresses questions about when and how a married couple can file, survivor's benefits and the earnings test, divorced …
"How can you call me unemotional? You've seen me cry over interest rates!"
Copyright © Randy Glasbergen
Who suggested the design for the first penny?
See the answer below.
What Is a Roth IRA?
A Roth IRA is a type of investment account used for retirement. IRA is short for "individual retirement account …
Investor Junkie
What Year Was It?
Boston Thieves Pull Off Historic Robbery
What Year
11 men steal more than $2 million from the Brinks Armored Car depot in Boston, Massachusetts. It was the perfect crime - almost - as the culprits weren't caught until January 1956, just days before the statute of limitations for the theft expired.
The day was Jan 17. What year was it?
Quote of the Week
"Frugality includes all the other virtues."
Trivia Answer
Who suggested the design for the first penny?
Answer: Benjamin Franklin
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