Last week, we talked about how various sources of retirement income are taxed. Here are some strategies you can use to minimize those taxes. Continue reading
While the show has its share of mindless reality tv entertainment, there are lessons that can be derived from it, not just for the business world that the show is based on (albeit loosely) but for our own personal financial lives as well. Continue reading
For mothers everywhere, the gift that keeps on giving beyond Mother’s Day is one of financial security and that is something that can be challenging for people who spend the majority of their time putting the interests of others first. Continue reading
How many people do you know that earn $50k a year and can still retire in their 40s? Continue reading
An excellent way to make sure that you follow an investment plan and have a measurement stick in place to track your progress is to setup an investment policy statement. Continue reading
In any case, maintaining true to your goals and asset allocation is a way to ride out the inevitable ups and downs of the market. Continue reading
Here’s a great process to go through before investing your hard earned dollars in the latest investment trend (or fad). Continue reading
Whether it’s taking a look at your budget, investments, debt or credit situation, the most important thing you can do is identify the direction in which your financial plan is trending. Continue reading
I often talk to people who have several hundred thousand dollars in a 401(k) that they can borrow from but just a few thousand dollars in their savings account. Would it make sense for them to suspend their 401(k) contributions in order to accumulate more savings outside their retirement plan? Not necessarily. Continue reading
Tweet Happy April Fool’s Day! Today marks my very first day as a regular contributor to the Monday blog spot for Financial Finesse. When I was first informed of this new role, I thought it may have been some kind … Continue reading
