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Category Archives for Investing
What is a Non-Deductible IRA: Are They Right for You
You just got a raise at work and paid off all your debt. Now you can’t wait to start a new IRA in addition to maxing out your 401K. Sadly you quickly learn that you don’t meet the requirements
Continue readingRetirement Planning: Should Your 401K Match be Part of Your Savings Goal
As you are setting up your retirement plan there are many decisions that need to be made that will end up impacting your net worth. Deciding if you should count your companies 401K match as part
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[Index Fund Basics] Are They a Mistake or the Way to Go
Anytime you are learning about investing you can’t avoid the words: indexes and index fund investing. It can be hard to tell if this is a trend, hype or really a great way to invest. Following I
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Saving for Retirement in a Broken Retirement System
Our retirement system is broken. The concept of retirement is new. Up until the industrial revolution you worked until you died. Pensions did not exist. You saved, families supported multiple generations
Continue readingWhat are Mutual Funds and Mutual Fund Terms
Mutual funds are a big part of our investing landscape, and frequently it is forgotten that not everyone understands these basic investment tools. Here we take a look at what a mutual fund is so that
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What is Market Cap and How to Use it in Investing
Market capitalization might seem like a scary complicated term, but it is actually rather simple. Not only is it simple, but it is a great tool to use when you are working on diversifying your investments. So
Continue readingThree Steps to the Right Financial Plan for You
Often times I am asked “what is the best financial plan?” I always struggle with a basic answer because I firmly believe that every person’s ideal financial plan is different. We all have different
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3 Steps to Figuring Out What to Do With a Lump Sum of Money
Receiving a lump sum of money can be both exhilarating and scary all at the same time. You know you have a big opportunity to make the money matter. Yet you are fearful that you will make a mistake in
Continue readingEverything You Ever Wanted to Know About Solo 401k
As a business owner saving for retirement is even more confusing because you have more account options to choose from. Yet this should be looked at as an advantage in getting the exact right account
Continue readingIntroduction to Retirement Options for Self Employed
Being self employed does not allow you to save for retirement as easily as if you worked for someone else. When you work for someone else they take the responsibility of figuring out the best retirement
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