Do You Know What You’ve Invested In?
I can’t tell you how many times I’ve had people say something to me along the lines of this: “I’m not really sure what I’m...
How Much Should You Contribute to Your IRA?
Individual Retirement Accounts – or IRAs – (both Roth and traditional) are great investment vehicles for retirement for nearly everyone thinking of retiring someday, but...
Risk & Your Investments – What You Need to Know
Risk is one of the most important concepts to understand when it comes to investing (AND life in general), but risk in and of itself...
What You Need to Know About 457(b) Plans and Retirement
457(b) plans are a great investment vehicle for retirement for those who work for colleges, universities, unions, certain governmental organizations, non-profits, etc., and they have...
A Financial Plan Can Reduce Your Worrying
The events that recently unfolded over in Greece is what inspired this month’s article. Often, the financial media sensationalizes stories that really have little to...
How to Make Tax Preparation More Bearable
It’s that time of year – tax preparation is in full swing! I’m sure some of you dread this time of year, but I’ve got...
10 Personal Finance Steps to Take in 2015
Let’s face it, after the holiday season spending spree is finished, most of us feel like our bank accounts are a bit lighter than we’d...
How Much Money Do You Need?
We would all like to have enough money to do the important things: live life, retire comfortably, educate our children, and so on. More importantly,...
Is Your Financial Advisor for “Real”?
I believe I should start off by educating those who are already using a financial “advisor” (using that term loosely here) and/or considering using a...
Thinking of Working with an “Advisor”? Ask This Question FIRST
If you ask this one question at the beginning, you’ll know whether you can continue the discussion or end it right there and start looking...
