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This Week: The Importance of Financial Literacy

by AAII Staff | May 01, 2019

The Importance of Financial Literacy

		April is National Financial Literacy Month. While many of you reading this are financially literate, a significant number of Americans are not. Tests on financial literacy revolve around a few key concepts. More »

Health Insurance in Retirement: Medicare and Beyond

The risk of high medical bills during retirement calls for a well-thought-out plan, especially at age 65, when you’re eligible for universal medical coverage under Medicare. Many crucial aspects of health insurance have the potential to save you a lot of money—or cost a lot if you aren’t paying attention. More »
		Steve Vernon


Investors and Advisers Disagree on Most Valuable Attributes

Investors and financial advisers don’t see eye to eye when it comes to what investors value in their advisers and what advisers believe is important to investors, according to a recent survey. More »


Get Organized! How to Maintain Your Personal Financial Files

Everyone needs to keep certain personal financial files more or less permanently. But which files should you keep, and why do you need to keep them? How long should you keep them and in what format? This post serves as a brief guide to organizing your personal paperwork. More »

Member Question
How good of a job do you think you are doing to maintain your financial records?
A) A very good job
B) Not bad, but I could do better
C) What financial records?

Be sure to vote on this week’s question for the opportunity to offer your insights on our open-ended question.

Previous Week’s Results
Was your 2018 federal income tax refund larger or smaller than it was last year?

I didn’t receive an income tax refund : 39%

Significantly larger than last year : 15%

Roughly the same as last year : 12%

Significantly smaller than last year : 12%

Somewhat larger than last year : 11%

Somewhat smaller than last year : 8%

I have not yet filed my 2018 taxes : 4%

Poll results are as of 9 a.m. (Central) on Monday. 1,915 respondents.

AAII Survey: How Big Was Your Income Tax Refund Relative to Last Year?

		The Tax Cuts and Jobs Act of 2017 made some of the most significant changes to the federal tax code in 30 years and was intended to put more money in peoples’ paychecks and simplify the tax-filing process. Last week’s reader survey asked how the changes to the tax law impacted the size of their federal income tax refund. We then followed up with a special question asking how the new tax law impacted their taxes the most. More »

A Lifetime Investment Strategy

		Authored by AAII’s founder, James B. Cloonan, this valuable publication shows you how you can outperform professional money managers and the market over the long run. In addition, it will help you understand risk and its relationship to return. It’s not available in bookstores but is one of the many benefits of being an AAII member. More »

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