A Quick Task to Ease Your Mind
A lot of the financial advice I share with you involves a long-term commitment. It takes time to build up retirement savings, or pay down debt.
3 Easy Financial Housekeeping Tasks with a Big Payoff
The slowed-down pace of summer for many of us makes it an ideal time to tackle some important financial housekeeping tasks. No heavy lifting, but rather, some quick check-ins on your financial life to make sure everything is as you want it, and need it to be.
How to Declare Your Financial Independence
Today being July 4th has me thinking not only about our national Independence Day, but also the personal financial independence that I want each and every one of you to create for yourself.
A Taxing Reality of Retirement
Once you start collecting your Social Security benefit, there’s a strong possibility you may owe income tax on a chunk of your benefit. The Internal Revenue Service says more than 25 million tax returns for the 2022 tax year reported Social Security income that was taxable.
Here’s Why Your Teen Should Open a Roth IRA
There is no more lucrative financial move than to have a teenager or young adult open a Roth IRA. Now I know that may be a hard sell.
When Graduate School is a Bad Idea
Graduate school can be one of the biggest financial mistakes if you’re not careful. The problem is that the federal loan program for graduate students (and parents of graduate students) does not set any limit on borrowing.
Important Financial Advice for Graduates
As graduation season winds down, I want to share my most important, most helpful, and most heartfelt piece of advice for everyone about to launch into full-fledged adulting.
Podcast Episode – Suze School: VOO or SPY, Which ETF is Best for You?
Suze gives a quick recap of what’s happening with the Must Have Documents and the latest news regarding interest rates. Then, we go to Suze School for a lesson in the difference between the VOO and SPY ETFs and which one may be the right one for your needs.
Does Buying a Home Still Make Sense?
With the interest rate on a 30-year mortgage more than doubling over the past few years—to more than 7% today—buying a home has become an even more challenging financial move.