Wherever you get your financial education — whether it’s from friends, social media, a financial planner or an expert newsletter — you’ve likely heard of a Roth IRA. Roth accounts are used frequently and are often an important part of your retirement savings strategy....
Cash planning is an integral part of all financial planning. Before retirement, you want to be sure you have enough cash savings for things like your home renovation, vacation or emergency funds. During retirement - cash planning is the most important aspect of your...
With the ever changing and volatile market, many investors are looking for more conservative cash savings options. I often have clients ask me what type of cash account is best for them. The answer, as always, is it depends on your goals. Two options I often recommend...
Of course all adults should understand finance – but women face unique challenges that make it especially important make it especially important to be on top of their financials.
You may see this list and worry it’s yet another article scolding you for buying coffee every morning...that somehow by foregoing your morning $5 beverage is the answer to your saving issues. Not me! I actually want you to buy your coffee! The reason many find it hard...
I know that finances are intimidating, and most people have no clue where to start. The problem is that this fear makes us paralyzed. We are terrified to make a mistake, so we do nothing. But doing nothing and ignoring your finances is the worst thing you can do....
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