Category Archives: saving

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, retirement, saving · September 14, 2016

The Stealth Retirement Move That Can Save You a Bundle

When it comes to planning for a secure retirement I bet you have the major strategies covered: -Invest in your 401(k) or 403(b) up to point of the match? Check -Save in a Roth IRA? Check -Aim to have your…

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Emergency Funds, saving · August 17, 2016

Money Lessons Every Parent Needs To Teach This School Year:

It’s that time of year again: back to school. While I know there are legions of amazing teachers waiting to educate your kids, I need you to step up and do some important teaching that most schools drop the ball…

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credit cards, debt, saving · August 10, 2016

A Great Credit Card for Paying Down Your Debt

If you are struggling to make a dent in a large credit card balance, and you have a strong FICO score, I want you to look into what could possibly be the ticket to finally being able to pay down…

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home loans, insurance, saving · August 3, 2016

Avoid This Costly Refinancing Trap

In late July, the 3.4% average rate for a 30-year mortgage was near the historic low set in 2013. That’s great news for so many homeowners who were unable to refinance back in 2013 because they didn’t have the 20%…

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credit cards · July 20, 2016

Teach your Children Well-Part 3: Give Your Kid’s Credit

Young adults are making a big mistake with their finances. Survey after survey reports that most millennials do not have a credit card. I am wholeheartedly on board with preferring a debit card. But everyone needs to also have a…

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saving, student loans · July 13, 2016

Teach Your Children Well-Part 2: Instill the Pleasure of Saving

You know your kids are sponges. So let me ask you a question: what lessons about saving are they absorbing from you? I can’t overstress the importance of instilling an appreciation for saving.

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budgeting, investing · July 6, 2016

Teach Your Children Well-Part 1: Bill Pay Together

Sitting down with your children once a month and having them help you pay the family bills is an incredibly valuable life-lesson opportunity that sadly few families use.

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debt, student loans · June 29, 2016

A Taxing Reason to Not Buy a Home

There are two potentially large tax breaks that come with buying a home. But listen to me: I never think it is a good idea to factor in the tax breaks when deciding if you are ready to buy your…

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