October 17, 2006

YourCreditAdvisor just published an excellent guide to preventing identity theft from happening to you. The guide details which information can be given out freely, which information has medium sensitivity, and which information has high sensitivity. In addition there are many useful tips for preventing your personal information from falling into the wrong hands.

June 4, 2005

Informit.com takes a look at Goal Oriented Retirement Planning (GORP), a straightforward technique for planning and saving for your retirement. GORP breaks down the complex process of retirement planning into small simple digestible steps. The five major steps are: commit to the process, collect information, develop a plan, implement the plan, monitor and update the plan.

April 15, 2005

As interest rates head skyward, many homeowners with adjustable rate mortgages (ARM) are faced with being crushed between rising mortgage payments and rising real estate taxes. Bankrate.com has an article looking at what homeowners are doing to get out of the squeeze. Many homeowners are taking the plunge, paying the refinancing costs and prepayment penalties, and moving into fixed-rate mortgages so they can sleep better at night. Read the article to see what's in store for anyone thinking about refinancing from an adjustable-rate mortgage to a fixed-rate mortgage.

March 29, 2005

O'Reilly has published a very useful article detailing the tasks that need to be done after the end of the year in Quickbooks in order to keep your accounting records accurate. Learn how to link accounts with lines on tax reports, generate financial statements, generate 1099s, create end-of-year journal entries, create an accountant's review file, perform a closing of the books for the year, and more.

March 25, 2005

Four federal agencies, including the FDIC and the OCC, have issued new regulations forcing banks to reveal to customers when their personal data has been exposed.

February 22, 2005

Complaints are flooding in to Intuit's customer support as some users are having serious problems installing, running, and updating this year's version of TurboTax. Intuit blames the problem on third-party security products such as virus scanners and firewalls interfering with TurboTax. Some customers are so frustrated that they have sworn never to purchase TurboTax again.

February 15, 2005

Intuit has stated that, as of April 19, users of Quicken 2001 and Quicken 2002 will no longer be supported. Many of those users are complaining about being forced to upgrade because newer versions of Quicken do not support imports from .QIF files, something that makes integrating Quicken with third-party and custom applications, like PDA expense entry programs, much easier.

January 16, 2005

Good personal finance article about getting rid of bad debt.