Hi, I’m Harry. I’ll show you the nuts and bolts of managing your money.
401k, IRA, investing, insurance, taxes, … I lived, breathed, and wrote about these for so many years. No fluff, just concrete first-hand learning and sharing.
Explore Topics
Recent Posts
A Simple Annual Financial Review Template
We use this annual financial review template to recap the previous year and plan for the current and future years.
How I Bought a Home Without an Agent After the NAR Settlement
You can buy a home without a buyer’s agent and save a lot of money when you’re prepared. Here’s how I did it.
Real Life Experience with a Deferred Fixed Annuity (MYGA)
A deferred fixed annuity, aka MYGA, is like a CD issued by an insurance company. It worked as advertised but I’m not renewing or buying more.
Software for Business and Trust Tax Returns: 1041, 1065, 1120-S
H&R Block Business is inexpensive tax software for filing business and trust tax returns. Try it if you need to file a Form 1041, 1065, or 1120-S.
Building a Bond Ladder with Individual Bonds and ETFs
A bond ladder is helpful psychologically and for predictable cash flow. You can build one with individual Treasuries and TIPS and with ETFs.
ACA Health Plan Premiums When One Spouse Starts Medicare
The ACA health plan premiums may decrease, stay the same, or even increase when one spouse starts Medicare. Here’s why.