How Can You Be So Sure the Stock Market Will Crash?
I’ve heard the title of this article (or a variation of it) quite a few times from those who might consider themselves “knowledgeable” in financial...
Do You Need a Budget AND a Financial Plan?
I’ve spoke to a lot of people through the years and read quite a few articles that assume this point: you only need a budget...
Teacher Appreciation Week and 529 Plan Day
National Teacher Appreciation Week is May 5th – May 9th, and National Teacher Appreciation Day is May 6th. 529 Plan Day (529 college savings plans)...
Annuities Advantages and Annuities Disadvantages
Annuities are a great investment vehicle for retirement for those who want to save extra above & beyond the limits of IRAs and 401ks/403bs, and...
529 College Savings Plans – Are They For You?
529 college savings plans are a great investment vehicle for college savings, and they have some interesting features that can make them very advantageous. Here...
The Advantages of a Roth IRA – The Disadvantages of a Roth IRA
Roth IRAs are a great investment vehicle for retirement for those who qualify to contribute to them (there are earned income phase-out ranges and limitations),...
Advantages of a Traditional IRA – Disadvantages of a Traditional IRA
Traditional IRAs are a great investment vehicle for retirement for those who qualify to contribute to them (there are some limitations), and they have some...
401(k) – What You Need-to-Know for Retirement
1. Make sure you are saving enough for retirement (if you need to calculate that number, refer to your enrollment workbook or discuss with the...
403(b)s – The Ins and Outs and Some Know-How
403(b)s are a great investment vehicle for retirement for those who work for K-12 public school districts, colleges, universities, libraries, hospitals, churches, etc., and they...
Who Do You Trust More – Your Accountant or Your Financial Advisor?
There have been many articles that I have read and poll results I’ve seen through the years that place the accountant and/or CPA at the...
