Tad Borek

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Money Advice

PROFILE

Profile Photo

Expertise

Taxes, Investment Accounts

Location

San Francisco , California

Education

BS, Cornell University, 1989; JD, George Washington University, 1993

Bio

During my 10+ years in practice as an investment adviser and attorney, I've advised everyone from "new savers" to retirees on a wide range of money questions. Less formally, I've fielded thousands of personal finance questions online on a variety of forums. It's allowed me to observe first-hand both the behaviors that lead to financial security, and those that are likely to lead to financial stress. I'm happy to share that experience here.

MY ADVICE

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DISCUSSIONS
31

ANSWERS
39

TIPS, BOOKS & LINKS
14

Fragile Market?

By Keith Morris | May 07 2010 | Investment accounts | 694 Views | 3 Comments | 1

I just read that the stock market crashed yesterday due to a typo . How fragile is our market that it can be brought down by a fat finger?

Layoff Budget Cut Analysis

By Keith Morris | February 02 2010 | Budgeting | 1414 Views | 3 Comments | 0

Darwin's Finance had an interesting post yesterday about where the author might be able to cut spending in the event of a layoff.   Having experienced the challenges of the current job market first-hand, I've...

In the News: "Move Your Money" this year?

By jswesey | January 04 2010 | Saving | 1415 Views | 13 Comments | 1

Everybody's talking about the new "Move Your Money" campaign started by Arianna Huffington. The campaign encourages people to move their money from big banks, which it depicts as detached from the community and squanderers...

Converting to Roth IRA

By ditycon | January 05 2010 | Retirement, Retirement, Retirement, Retirement | 1672 Views | 9 Comments | 3

I'm trying to figure our whether it make sense to convert my traditional IRA to a Roth IRA given the new rules in 2010.  It sounds like there are tax advantages but what other considerations should I be thinking...

Roth IRA income limits

By sirsky | December 29 2009 | Investment accounts, Retirement, Retirement, Retirement, Retirement | 1985 Views | 7 Comments | 0

This is in response to the a Q&A I came across: http://www.lifetuner.org/topics/24-retirement/questions/181-roth_ira_not_qualified_but_still_opened_one_up Say I put $5K into a ROTH IRA on Jan 1st, made some gains, and later...

Looking Forward to Tax Season

By Keith Morris | December 23 2009 | Taxes, Taxes, Taxes | 885 Views | 3 Comments | 0

Trent posted an article today on  Nine Simple Things to Do to Get Ready for Tax Season Right Now! I for one am dreading the tax season. I had three months of self-employment, got married, and my wife has been...

The IRS is after me! :-O

By Keith Morris | November 30 2009 | Taxes, Taxes, Taxes | 997 Views | 3 Comments | 0

A few months ago, I received a letter from the IRS saying that I had understated the amount of money I made back in 2007.  ... 2007! It sure does take a while for the IRS to sort its ducks. Anyway, apparently...

Ridiculous bank fees

By jswesey | November 30 2009 | Debt management, Bankruptcy | 988 Views | 2 Comments | 1

I just got off the phone with one of our finance bloggers who was talking about how crazy some bank fees can be. She lives outside the U.S. and has seen friends get taken through the ringer on transaction fees. At my old...

My interest rates went up, how about you?

By jswesey | November 11 2009 | Credit cards | 993 Views | 5 Comments | 0

We've been writing about changes to credit card company practices as a result of new legislation that's supposed to go into effect in February. It seems that credit card companies are taking these last few months to hurry up...

Save or Pay Off Debt?

By operasinger | November 03 2009 | Saving, Debt management, Bankruptcy | 1691 Views | 7 Comments | 1

I'm a young opera singer and I live in New York City. I do not need a car here, so no debt there, about $20,000 in student loans that I pay over the minimum on every month, about $600 credit card at 17% and $600 credit card...

 
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