How to Easily Determine Your Monthly Expenses
Have you ever wondered how much money you spend on a monthly basis? This is a number that alludes many people, but today I’ll show
May 26, 2022
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Category: Pre-Retirees
How To Handle Finances In A Marriage: 5 Tips
Does money create a strain in your marriage? Are you unsure how to handle finances in a marriage? If so, read on to learn 5
May 9, 2022
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Are You Making Roth 401k Contributions? Think Again…
Many people have aspirations to build up their tax-free investments and do so inside of a Roth 401k. However, you may be surprised to learn
October 13, 2021
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Updating Investments in Your 401k: 3 Important Things to Know
Most people understand the importance of investing in their 401k, but I’d venture to say that many do not understand how to properly update the
September 30, 2021
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5% vs 20% House Down Payment – Which is Better?
In October 2020, I wrote a blog post titled Why You Should Almost Never Choose a 15-Year Mortgage. The premise of the article was that
August 25, 2021
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Summary of the American Rescue Plan Stimulus Bill
On Thursday, March 11, 2021, President Biden signed into law the $1.9 trillion American Rescue Plan. Below are highlights of the bill: Stimulus Payments
March 12, 2021
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Is Your Pension Safe?
Many pension plans are under a lot of stress due to the coronavirus. In today’s article, I discuss what you need to do to protect
August 12, 2020
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How to Truly Know if You Should Refinance Mortgage
Many people understand that the decision to refinance involves more than just how much money they will save on a monthly basis. They also understand
June 3, 2020
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Should Your Entire IRA Be Converted to a Tax-Free Roth IRA?
In last week’s blog post I discussed the importance of converting some of your taxable IRA to a tax-free Roth IRA to protect against higher
May 27, 2020
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Summary of CARES Act Stimulus Bill
On Friday, March 27th, President Trump signed into law the historic $2 trillion stimulus bill (aka The CARES Act – Coronavirus Aid, Relief, and Economic
March 30, 2020
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Improve Your Retirement Readiness With These 7 Helpful Tips
Are you really ready for retirement? You’ve worked a long time in your career and you’ll be faced with the decision of whether or not
August 29, 2018
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Why Retirement Planning Isn’t Just About the Money
It’s one thing to crunch the numbers and figure out whether or not you can retire, but it’s quite a different thing to look at
May 23, 2018
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