You just got a raise at work and paid off all your debt. Now you can’t wait to start a new IRA in addition to maxing out your 401K. Sadly you quickly learn that you don’t meet the requirements
Continue readingAs you are setting up your retirement plan there are many decisions that need to be made that will end up impacting your net worth. Deciding if you should count your companies 401K match as part
Continue readingSo you are sitting looking at a stack of debt. You wish you could close your eyes and it would all go away. Unfortunately for it to go away you have to have a plan to pay it off and then follow the
Continue readingAnytime you are learning about investing you can’t avoid the words: indexes and index fund investing. It can be hard to tell if this is a trend, hype or really a great way to invest. Following I
Continue readingOur retirement system is broken. The concept of retirement is new. Up until the industrial revolution you worked until you died. Pensions did not exist. You saved, families supported multiple generations
Continue readingMutual funds are a big part of our investing landscape, and frequently it is forgotten that not everyone understands these basic investment tools. Here we take a look at what a mutual fund is so that
Continue readingMarket capitalization might seem like a scary complicated term, but it is actually rather simple. Not only is it simple, but it is a great tool to use when you are working on diversifying your investments. So
Continue readingOften times I am asked “what is the best financial plan?” I always struggle with a basic answer because I firmly believe that every person’s ideal financial plan is different. We all have different
Continue readingReceiving a lump sum of money can be both exhilarating and scary all at the same time. You know you have a big opportunity to make the money matter. Yet you are fearful that you will make a mistake in
Continue readingAs a business owner saving for retirement is even more confusing because you have more account options to choose from. Yet this should be looked at as an advantage in getting the exact right account
Continue reading