If you are approaching the age of 65, you’ll soon be eligible for Medicare coverage. For many of us, this sounds like a respite from the annual changes to your health insurance. But what will a switch to Medicare mean …
Can I Afford to Work Part-Time?
Wouldn’t it be great to have an extra day each week to run errands, spend time with your family, or just relax? But can you afford it?
As a mom, I have often thought that part-time work would be the …
Your Financial Garden in 5 Easy Steps
My core clientele are busy professionals and entrepreneurs. They are ready to get serious about building their financial future, but don’t know where to start, and don’t have time to figure it out.
Maybe I’ve been spending too much time
Retirement Saving for the Self-Employed
Being your own boss has a lot of perks. Unfortunately, having a workplace retirement plan and an 401(k) match isn’t one of them. Even if you’re running the business of your dreams and never planning to fully retire, everyone wants …
Tax Advantages of Retirement Accounts
This is the sixth post in my “Taxes for Your Family” series.
I’m always surprised when people don’t take advantage of tax-advantaged retirement accounts. Don’t they realize it’s the best deal Uncle Sam has going?
Here are four …
Building Financial Confidence (My Video Debut!)
I was thrilled to recently be a part of “The Karen Walrond Show,” a web TV show with episodes at CafeMom.com.
The topic of our discussion was “building financial confidence”. Karen made the point – which I often find …
Building Financial Confidence (My Video Debut!)
I was thrilled to recently be a part of “The Karen Walrond Show,” a web TV show with episodes at CafeMom.com.
The topic of our discussion was “building financial confidence”. Karen made the point – which I often find …
Divorce & Your Money: Retirement Assets
This is the sixth post in my “Divorce & Your Money” series. Also watch this podcast interview on retirement assets and divorce.
For many, retirement savings in a 401(k) or IRA may be their biggest financial asset. Here …
Company Stock in a Retirement Plan? Consider NUA
If you are changing jobs or retiring, and shares in your company stock are part of your retirement plan, you have an additional option to consider when you transfer this asset out of the company plan. Net Unrealized Appreciation …
