Saving
How to Find the Right Financial Planner
You’ve decided you want to work with a financial professional, but how do you find one who understands you as well as your finances? Someone you can trust with your money, but also feel comfortable with on a personal level? Finding the right... ➡
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... ➡
Cash In That Old Phone
As you upgrade from cell phone to smartphone to even-smarter phone—what happens to your old equipment? According to a new study, more than half of consumers have at least two unused cell phones in their home that do nothing more than collect dust... ➡
Get That MRI Cheaper
Last year, I had the displeasure of contracting a viral nerve infection. I wouldn’t wish that kind of pain on my worst enemy. (Well, actually, there is this one woman...but that’s another story.) In any case, my doc ordered an MRI of my spine and... ➡
What's Your Saving Style?
When you think about making a financial decision, you might imagine poring over a spreadsheet or crunching numbers on a calculator. But you might be better off with a mirror than an abacus. That’s because making smart choices about money requires... ➡
Peek Inside Her Portfolio
“Peek Inside Her Portfolio” looks beyond charts and formulas to explore how real women are (really) planning for retirement. First up, Allison, a 44-year-old mother of two who shared her 401k and Roth IRA accounts with Mary Claire Allvine, a... ➡
Is Your Debt Ratio Healthy?
How do you know if your debt ratio is healthy?Let’s say you’re making a good salary, but you’ve got a big mortgage and car loan. Is there a point at which you’re tipping the scales and being weighed down with too much debt?One way to gauge is by... ➡
6 Months of Savings—Really?
You’ve been hearing that you need a six-month emergency fund for years. But the advice—while it sounds commonsense enough—just doesn’t work for many people.In fact, most Americans don’t have an emergency fund: a recent survey by the National... ➡
