Personal Finance Roundup


Index Funds, Dowdy to Some, Get a Notable Endorsement [NY Times] “The wealthiest would have fine returns without the volatility and high fees if they simply used indexes to diversify their money across asset classes.”

It’s property tax assessment time. Here’s what homeowners need to know. [The Washington Post] “Even if a homeowner’s property tax assessment declines, the tax bill may not.”

Questions to Ask Before Buying Disability Insurance [Bucks Blog] “Starting the list with a few dozen questions [you should answer before buying disability insurance.”

What’s the best use of the energy tax credit? [Smart Spending] “For most homeowners, insulation gives you the best bang for your buck, but you might want to start with an energy audit.”

Which Tax Form to Use [Kiplinger] “Use the simplest form to meet your needs and avoid errors.”


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