Required Minimum Distributions or RMD’s and what you need to know. The RMD’s are extremely important to people who have reached age 70 and ½ due to their complexity and tax consequences. And yes [...]
If you are in your 20’s or early 30’s there are some things you can do to save some extra money. Looking for loose change in your car is really not an answer nor is cutting minor items out of [...]
Having just finished a Master’s of Science in Financial Planning I have a unique insight on the following bits of advice when it comes to money. As a Gen X person myself, I tend to think more on [...]
Are you afraid you need a financial advisor for some of the more routine financial matters? Well, it is true a good fee-only financial planner is worth the expense and can save you a lot of [...]
What is more important than paying off debt? As it turns, out saving for retirement starting as early as you can and with as much as you can afford to save. I will show you some figures a little [...]
Do you have trouble saving for any occasion? If so there are some simple ways to aid you in creating a savings plan that will aid you for the rest of your life. Saving is an important aspect of [...]
There are some steps that anyone can take that will help ensure that they will have an extremely successful retirement. So what are these steps that you need to take? We will examine what these [...]
People in the US seem to have some difficulties in saving for, well much of anything really. Very few people my age own their house outright, finance their automobile purchases, have high credit [...]
While tax season has come and gone this year, it is never too early to start planning for a conversion from a traditional IRA to a ROTH IRA. Depending on your situation will dictate if you would [...]
Are you worried your investments are not what they should be? If so that is a fairly common feeling among people of all backgrounds. Most people are afraid to invest because they do not [...]