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BUDGETING

Summer Travel Spending: Cutting the Costs

By The BIDaWIZ Team on August 19th, 2009 at 8:00 am

It’s time to go back and look at those travel receipts to see how much you actually spent on your holiday travel this summer. No matter how savvy of a traveler you may be, chances are you did not anticipate all of the incidentals on the trip, especially if your travel destination was new to you. Read More.

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BANKING

Checking Account Options For Newlyweds

By The BIDaWIZ Team on August 17th, 2009 at 8:00 am

We understand that getting married is overwhelming enough and the last thing you want to think about is how you should setup your checking accounts. But it is a very important decision that must be discussed thoroughly with your spouse. Read More.

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INVESTING, TAX ADVICE

2010 And Beyond is Important for IRA Tax Planning

By The BIDaWIZ Team on July 21st, 2009 at 8:00 am

For those of you that aren’t aware, starting in 2010, traditional IRA holders will be able to convert into a Roth IRA, even if your household earns over $100,000 in modified adjusted gross income a year. Currently, traditional IRA holders can only convert if their modified adjusted gross income for the year is under $100,000 (refer to IRS Publication 590). Read More.

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BUDGETING, INVESTING

Top 10 Financial To Do List For Newlyweds

By The BIDaWIZ Team on July 14th, 2009 at 8:00 am

Recently married and having trouble organizing your finances with your spouse? You are in luck! We have put together a top 10 financial to do list for newlyweds to use as a reference. Read More.

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INVESTING, TAX ADVICE

Can I Withdraw From a SEP-IRA or Tax Deferred Annuity?

By The BIDaWIZ Team on June 23rd, 2009 at 8:00 am
Technically, you can ALWAYS withdraw from your Simplified Employee Pension (SEP-IRA) or your Tax Deferred Annuity. However, we would not advise withdrawal before you reach the age of 59 1/2.
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INVESTING

Wondering if a Guaranteed Income Annuity is Right for You?

By The BIDaWIZ Team on April 10th, 2009 at 8:00 am
Several financial institutions offer a annuity targeted for retirees which "guarantees" a certain level of income paid periodically to the recipient. .
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INVESTING, TAX PLANNING

Considering Liquidating Your IRA?

By The BIDaWIZ Team on April 2nd, 2009 at 8:00 am

We all have heard of the saying that desperate times require desperate measures (Hamlet) but in these difficult times many should re-consider liquidating their IRAs. Read More.

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BUDGETING, TAX PLANNING

Overcoming College Tuition

By The BIDaWIZ Team on January 13th, 2009 at 8:00 am

I think we’d all agree that college is a blast. Unfortunately, there are some parts of college that just aren’t too much fun — like paying for it. If you are one of the lucky ones and have rich parents than good for you. But, the majority of us will likely be stuck paying off student loans for years. If you are in this majority, as lame as it sounds, proper research and planning is essential to reducing your student loans which may be a burden on you for years. Read More.

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