by Daniel Investments | Jun 10, 2019 | Uncategorized
The latest trend for many companies is to allow their customers to pay their bills by credit card. Since many credit cards pay cash back or other types of bonuses, you can actually “get paid” to pay your bills. Leverage Your Credit Card for Additional Kick-Back Now,...
by Daniel Investments | Apr 15, 2019 | Uncategorized
We live in a subscription-based world. We subscribe to everything from magazines to gym memberships, gaming and streaming video (Xbox, Netflix, Hulu), cell phones, and cable TV. The problem is, we often sign up for something, provide a credit card (or even debit card)...
by Daniel Investments | Mar 26, 2019 | Uncategorized
Who are your Beneficiaries? Every time you open a retirement account or annuity or take out a life insurance policy, you’re asked to designate beneficiaries who will get the money after you die. You provide a primary beneficiary (or beneficiaries) and have the option...
by Daniel Investments | Mar 6, 2019 | Uncategorized
Every year, I have a bet with my accountant. The bet is on whether or not I get a tax refund. If I have to pay on April 15, then I buy lunch. If I get a tax refund, he has to buy lunch. Since my accountant doesn’t like to have to buy me lunch, he wants to make sure...
by Daniel Investments | Jan 24, 2019 | Uncategorized
The IRS (Internal Revenue Service) recently announced an increase in the contribution limit for 2019. Instead of the $18,500 contribution limit for employees, the limit has been increased to $19,000 for 2019. These apply to anyone who participates in 401(k), 403(b),...
by Daniel Investments | Jan 15, 2019 | Uncategorized
The most popular New Year’s resolutions are to lose weight and exercise more. Sorry, but I can’t help you with either one of those. They have been on my list for years and I haven’t been successful yet. The 3rd or 4th resolutions on most lists are to either improve...
by Daniel Investments | Apr 26, 2018 | Uncategorized
The U.S. economy reached another milestone last week, which went almost entirely unnoticed by much of the country. The U.S. debt level reached $21 Trillion. The fact that we have achieved this level of debt is only outdone by the rate in which the debt is increasing....
by Daniel Investments | Sep 25, 2017 | Uncategorized
Despite the fact that the Federal Reserve has raised short-term interest rates four times in less than two years, interest rates remain at very low levels. Most people are earning less than 0.10% on their money if they keep it in the bank. Most financial planners...
by Daniel Investments | Sep 12, 2017 | Uncategorized
Before the inauguration, Americans were promised health care reform, tax reform, major infrastructure projects, and a wall along the Mexican border, all by the end of the year. Looking at things eight months later, it would appear that we may not get any of those...
by Daniel Investments | Mar 8, 2016 | Uncategorized
Whether you are looking to set aside some money for retirement, get yourself out of debt or simply save more to do the things you love, there are a wide range of simple ways to improve your finances in 2016. Learn how you can take advantage of the new year and put...
