Archives

  Well, by now you are aware that I really think a ROTH account be it an IRA or a 401(k) is one of the best retirement tools the government has given us.  As more and more baby boomers [...]

  Have you inherited an IRA? If so you may want to read this posting in particular as the rules are vastly different for an inherited IRA over your own.  First if you are a spouse and named [...]

  The IRS has announced the 2015 contribution levels for retirement accounts. Saving for your retirement next year will provide you a little more flexibility. For the past two years, the IRS [...]

Are you fresh out of college? Are you already thinking 30 or 40 years into the future?  While most people who are not even 25 yet rarely think about savings here are some helpful tips for those [...]

What will happen to my debt when I die? That is a complex and complicated question that needs to be examined on a case by case basis, but the following are some general rules and some food for [...]

Do you have a topic dealing with finance that you want more information on? Is there an issue that you would like to know more about?  Do you have a question that needs an answer on a finance [...]

Are you around a decade from retirement? Do you think you have saved enough for your retirement?  These are some serious questions that many baby boomers as well as younger people ask themselves [...]

Are you looking to buy life insurance to protect your loved ones? Chances are if you are you are looking at the differences between a few policies.  The main two types are term and permanent, [...]

Turning 50? Are you about to consider retirement? There are some special rule and laws that allow those closer to retirement to use catch-up contributions to better prepare for a better [...]

Are you like me and in your 40’s? Are you preparing for your retirement to happen in the next 20-25 years? If so you are like many people who find themselves in this pivotal decade for workers [...]