Plan
You want tomorrow to be even better than today—and to get there, you need a plan. Once you put numbers to your dreams, they start to materialize. Almost like magic.
Articles
My First Step Out of Debt
It’s ironic -- and hard to admit -- that, while I advise clients on money management, my husband and I have racked up $40,000 of credit card debt. That's why a few weeks ago, in order to save money, I moved to my dad’s house with my husband and... ➡
3 Reasons to Fire Your Planner
It has been a terrible year. Your investments got clobbered, and you have no idea where you stand in terms of your overall financial plan.Is it time to fire your financial adviser?Maybe. The following reality checks will help you decide: Focus.... ➡
Act Your Age: A Decade-by-Decade Guide to Saving
Do you have any regrets about how you’ve prepared for your retirement so far? Noooo, not you, right? But maybe you’ve heard from friends that they’d be in better shape if only they had remembered to set up that 401k their 20s…or continued to save... ➡
Ask an Advisor: Which Debt Should I Pay Off First?
You’ve probably heard student and mortgage debt referred to as “good debt.” That’s because some interest you pay on these loans can be tax-deductible, and the debts are presumably incurred for the purpose of ultimately increasing your net worth.... ➡
How Much Do I Need to Retire?
How much money would you need to never have to work again? Helping people like you answer that question is what I spent most of my time figuring out for clients as a financial advisor. With company pensions going the way of the dodo bird and... ➡
Ask an Advisor: Help! I'm Running Out of Money
You can take some comfort in the fact that you are not alone. Many retirees, and those saving for retirement, suffered a huge blow when the economy tanked in 2008. In fact, the Employee Benefit Research Institute (EBRI) just published its annual... ➡
Explore the Muni-verse
You’ve probably heard of the phrase “tax-free municipal bonds” and wondered what they are, and whether they have a place in your financial plans. If you are tax-sensitive (i.e. looking to keep taxes low), and seeking to preserve assets while... ➡
Ask an Advisor: Can I Lose My 401(k)?
Before you leave, it’s important to understand the (potentially negative) impact on your retirement savings. If you don’t, you could stand to lose significant dollars. Consider these questions: Are you vested? The money you contribute is always... ➡
