Skip to content
Budget Homepage - Personal Finance Blog

  • About Budget Homepage
  • Links
  • Privacy Policy
April 23, 2023 Investing for Retirement

No Income Tax in 2022

By now everyone has filed their tax returns for 2022. I’ve been using TurboTax for the past 10 years or so and have seen the prices increase every year. This year it cost me $158 to file my forms. The reason it was high is that I have investment and

Continue reading
April 8, 2023 Money Saving Tips

ISO Low Priced Beer

Before my income went below the poverty level, I didn’t think too much about what beer I was buying, as long as it was a good brand. Those days are long gone and now I have to go with lower price options for my weekend refreshment. It reminds me of

Continue reading
April 2, 2023 Investing for Retirement

March 2023 Investing Update

For the month of March, the DOW gained 619 points. This puts the DOW up 0.42% for the year, and off by -4.72% in the past 12 months. Interest and dividend income was $2198 for the month. Withdrawals for living expenses came to $1044 in the past month. YTD my

Continue reading
March 12, 2023 Investing for Retirement

More Banks Will Fail

The latest news about FDIC takeover of Silicon Valley Bank is only going to get worse. It occurred to me a few months ago, as I was transferring money out of my local bank checking account and into a treasury fund, that if enough people started doing this, banks would

Continue reading
March 6, 2023 Investing for Retirement

My Retirement Withdrawal Strategy

When I turned 59-1/2 one year ago, I started taking small distributions from my IRA. Once you hit that age, you don’t have to worry about the 10% early distribution penalty. The investment firm that holds the account must have noticed because they have been asking me to contact them

Continue reading
March 2, 2023 Investing for Retirement

February 2023 Investing Update

For the month of February, the DOW lost 1430 points. That erases all gains from the previous month. Interest and dividend income was $1,603 for the month. Withdrawals for living expenses came to $1,014 for February. YTD my retirement account is up by +2.21%. The 4.2% return on treasury funds

Continue reading

Posts navigation

«Previous Posts 1 2 3 4 5 … 27 Next Posts»
WordPress Theme: Maxwell by ThemeZee.