Category Archives for Retirement

Target Date Funds and Your Retirement Money

Picking the right selection of mutual funds for your retirement plan can be an intimidating task.  The options seem to be endless and in a foreign language.  Then you spot it: the Target Date Fund for

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What is a Roth IRA

So what exactly is a Roth IRA?  (Other than one more confusing term for investing). History (short and sweet): Back in 1997 congress put together a bill called the Taxpayer Relief Act of 197.  One of

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What is an IRA

The term IRA gets tossed around when talking about investments, but have you every wondered what exactly an IRA is? The letters in IRA stand for Individual Retirement Account. An IRA is not actually an

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How to Replicate the Benefits of a 401K

We all need to save for retirement, what the government offers for social security just is not enough to cover all of our expenses and emergencies in retirement. Unfortunately those of us that own our

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how to have financial discipline

6 Steps to Financial Discipline & Financial Success

You have worked hard to grow your business and found success. You know what it takes to be disciplined, you do it every day with your business. Don’t believe me? Take a look at one of the definitions

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