by CharlesSchwab
Manage your investments for potential tax savings
It’s smart to think ahead—especially if your investments have fallen behind. If you decide to sell losing assets before year-end, you can use those capital losses to offset taxable capital gains.
Review your portfolio
Major market swings can cause your investment allocations to shift. By rebalancing, you can restore [...]
19. September 2009
I thought it would be interesting to share how I’ve been milking free money so far this year. Every little bit helps and you can see how all the interest and cash back add up. Here’s a list of my effortless income/savings on the side.
Bank Name
Type
Amount
Notes
Ally Bank
Interest
$198.29
MMA and Savings
Citi Bank
Shell Gas Rebates
$295.37
5% cash back on [...]
11. August 2009
I have been a customer of this bank since 2006 when it was under GMAC. On May 15, 2009, GMAC relaunched its banking unit as Ally Bank. Since signing up, I have spread the good word to friends and family and have made them all happy. I first signed up for their Money Market Account, [...]
21. July 2009
Before getting any credit card you should read all the terms of use and all the fine print. I will highlight some of the things you should know about this cards cash back program before you decide to get it or not.
From the marketing text the card sounds great:
5% Cashback Bonus® in categories like travel, [...]
25. June 2009
I was so close! I can’t believe I was this close and failed to reach $200 dollars in cash back rewards from Chase. A month ago I posted an article about how to save your cash back rewards because The Chase freedom card is no longer going to give the $50 dollar bonus for waiting [...]
12. June 2009
My credit card statement this month was different for the first time. I had a balance, but the minimum payment was zero dollars. This confused me. How can I have a balance and the minimum payment be zero? I didn’t think much of this and I thought it was a mistake. I setup my payment [...]
27. May 2009
Over the past 6th months I’ve seen my credit card interest rates drop to as low as 9.24%, just to be raised again in anticipation of the new credit card bill passed by President Obama, the “Credit Card Accountability, Responsibility and Disclosure Act.” The bill is intended to help consumers against credit card interest rate [...]
20. May 2009
As you may or may not know. The Chase Freedom card is changing terms on you. They will be getting rid of the triple rewards in the top 3 categories where you spend the most and switch to rolling categories where you will earn triple rewards throughout the year. They decide on the category, which [...]
15. May 2009
Where is GMACbank.com What happened to it?
I tried to logon this morning to check my account and got an SSL security warning. This raise red flags for me because I’ve never had a problem with their site before. I then went to GMACbank.com and it said “Page not found”.
I looked it up and it turns [...]
8. April 2009
I’ve been hearing a lot about this as an additional investment vehicle. It sounds like it is relatively cheep to take out a large policy while you are still young. I feel like this investment is good to sell for the insurance company because its probably the longest holding period possible. Because you collect when [...]
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1. December 2009
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