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Most people are not comfortable dealing with their finances and in many instances having a qualified financial planner is not a bad idea to keep emotions out of the equation. After all, many [...]

How much of a difference can $5,000 make? Over time, especially decades, that can mean some serious money to a retirement account. In 2019 the IRS increased the limits on the annual contributions [...]

Do you get regular raises at work? When you get one what is your immediate reaction to the new-found money? For some, they decide to spend it on items that they may not have been able to afford [...]

So far this year I have written posts on taxes and how the tax tables as withholding too little from most paychecks, for more information see 2018 & 2019 Income Taxes. Then last week I did a [...]

In today’s world of corporate America, it is increasingly left to the individuals to fund their retirement. Basically, gone are the days of company pensions of defined benefit plans, and we are [...]

Many people who read these posts are not in retirement mode, but they should be. Let us face the facts that many of our parents and grandparents worked for a single company for the majority of [...]

First know, I apologize for any inconvenience, but due to issues with the site I will not have a post this week. I am working on making the site more user-friendly and speeding up the load times [...]

Three Buckets of Saving So, how do you invest when the markets are going every which way? Well, the answer is you take a holistic approach to your investing. Most people actually know what it is [...]

  Millennials and Real Estate   One of the previous posts discussed the rising costs of education and the power of compound interest. So, how are millennials accumulating their wealth if they are [...]

It seems the younger people are, the less inclined that they are to save for retirement. After all, younger people seem to not think about their retirement, and there may be some very valid [...]