Category Archives: IRAs/401(k)s

IRAs/401(k)s, retirement, Roth Accounts · November 1, 2017

Retirement steps you must take in November

November is typically the month when you are able to review and change your work benefits for the year ahead. Now I know what you’re going to do. Nothing, right? Most people ignore all the emails about “open enrollment” and…

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IRAs/401(k)s, retirement, saving · July 26, 2017

Avoid These Two Big Retirement Risks When You Land a New Job

When you land a new job you are going to be totally focused on making a great first impression. But I also want you to make sure you take care of your financial future by steering clear of two all-too-common…

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investing, IRAs/401(k)s, Stocks/Bonds/ETFs · April 19, 2017

The Best Guaranteed Investment Boost.

If you have been invested in U.S. stocks the past few years you have no doubt made some serious money. The U.S. markets are up more than 300% since this bull market began in 2009. But I want you to…

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investing, IRAs/401(k)s, retirement, saving, Stocks/Bonds/ETFs · September 21, 2016

How to Wring More From Your 401(K)

You may have heard or read recently about some high profile retirement plan sponsors being sued by plan participants for high fees in the plan. Financial service firms-yep, folks who run mutual funds-have been hit with lawsuits, as have the…

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investing, IRAs/401(k)s, Stocks/Bonds/ETFs · May 18, 2016

4 Ways to Save on a Wedding

I am on the record that only couples in great financial shape should spend money on an expensive/large wedding. But for those of you who are just going to plow ahead despite shaky finances, please at least make the most…

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budgeting, investing, IRAs/401(k)s, Stocks/Bonds/ETFs · November 4, 2015

Will Your Holiday Spending Pass This 3-Question Test?

We’re heading into the dangerous money season. With the holidays quickly approaching it’s that annual time of year when the goodness of your heart can lead to very bad results: You overspend on gifts, dining out, or nights out on…

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health insurance, insurance, investing, IRAs/401(k)s, retirement, saving, Stocks/Bonds/ETFs · October 7, 2015

Open Enrollment Season: 4 MUST-DO’s

Please don’t keep your health insurance on autopilot. I know it’s tempting just to ignore the annual “open enrollment” communications from your employer to review your choices, and just stick with the plan you have.

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debt, IRAs/401(k)s, retirement, saving · July 15, 2015

The Biggest Retirement Planning Mistake

A recent report that studied the 401(k) savings habits of millions of workers found that one in four of you are not contributing enough to your account to qualify for your employer’s maximum match. The average annual amount of money…

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home loans, IRAs/401(k)s, retirement, saving · July 8, 2015

Why You Should Seriously Consider a Roth 401(k)

You know I love, love, love Roth IRAs. One of the prime reasons being that in retirement you will not owe a penny of tax on your withdrawals. That’s quite different from a Traditional IRA where every penny will be…

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