Blogger Profile

Chuck Shaffer

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Retire Gen X
General Finance
retirement, savings, investing, income, Social Security, lifestyle, insurance, health care
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Phoenix, Arizona, United States
Life stage:
DIK (Dual Income, Kids)
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Latest Blog Posts

Living requires money. If you’re like many of us, one of the concerns you may have is whether you’ll have enough money to live on in retirement. The good news is you can make projections now as to how much income you can expect when you hit retirement age, then take steps to help fill […] ...
Posted: Feb 27 2018 @ 10:20 PM
When Congress passed and the President signed the Federal Tax Cuts and Jobs Act on December 22, 2017 they did more to help taxpayers than reduce tax rates and simplify filing for millions. They also made it possible to invest money tax free for virtually all education expenses, from kindergarten through college. Provisions in the […] ...
Posted: Jan 31 2018 @ 2:40 AM
As you prepare for the January 29 start of filing season, consider a direct deposit of any refunds due. It’s easy, safe, fast — and the best way to get a refund. That’s why 80% of taxpayers choose it every year. 4 reasons to choose IRS direct deposit: It’s Fast. The quickest way to get your refund is to electronically […] ...
Posted: Jan 28 2018 @ 3:31 PM
The earned income tax credit (EITC) provides a boost to workers, their families and the communities where they live. A tax credit usually means more money in the taxpayer’s pocket. Many qualified taxpayers don’t claim this credit simply because they don’t know about it. In fact, every year millions of people are newly eligible for […] ...
Posted: Jan 26 2018 @ 11:01 PM
“Goals that are not written down are just dreams.” This great quote by Fitzhugh Dobson is often used to help motivate people to begin the process of goal setting. For some of us, the thought of writing down goals for retirement is overwhelming. If that describes you, relax. Right now it’s time to dream. This […] ...
Posted: Jan 22 2018 @ 2:45 PM
Every man has to say goodbye to things in life. For many of us, one of those things is the ability to reproduce. Although the decision isn’t always easy, the procedure generally is, comparatively speaking. Blogger Johnathan Erdman captured the awkwardness of the vasectomy process in his humorous post entitled Snip, snip Here’s an excerpt: […] ...
Posted: Jan 10 2018 @ 2:40 AM
If you participate in a 401(k) or 403(b) retirement plan through your employer, chances are good that you have the option borrow money from your plan. How 401(k) or 403(b) retirement plan loans work: Once your balance reaches a certain dollar amount, you may be eligible for a loan When you apply for a retirement […] ...
Posted: Jan 07 2018 @ 4:17 PM
Did you see Billy Idol’s performance on The Voice 2017 finale show' I was in the other room when he came on and he sounded just like I remembered him from the 80s. I listened to his Rebel Yell album on cassette so many times in high school I wore the tape out. My wife commented that […] ...
Posted: Dec 20 2017 @ 11:43 PM
If you like to follow the performance of your mutual funds on a routine basis, you may notice that your fund values drop noticeably from time to time; sometimes even when the market moves upward. It’s very likely what you’re experiencing is a distribution of capital gains and/or dividends to shareholders. This may be a […] ...
Posted: Dec 20 2017 @ 2:43 AM
Life happens and things change. Some life changes, such as marriage and divorce, may cause you to change your name. Unless you’re prepared, changing your name with banks and other financial firms can be a pain. A friend recently asked me to help guide her through the steps of consolidating accounts. She divorced a couple […] ...
Posted: Dec 18 2017 @ 5:27 PM


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