Category: You Need to Know This

Don’t Ditch Your Retirement Portfolio! Trust Your Investment Plan.

The stock market is suffering, and I know you’re scared. It’s terrifying to think that half of your money disappeared overnight. But here’s what you need to remember: It didn’t. Until you actually sell the investments in your retirement accounts, you have not sustained losses. It’s the act of selling that locks in your losses...

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5 Ways the SECURE Act Changes Your Retirement

If you’ve been having a hard time saving enough money for retirement, the SECURE Act could help turn that around. At the very end of 2019, the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) became law. The main focus: making it easier for people to save money for retirement.  The rule changes...

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HSA: The Best Retirement Account You’re Not Using

And How to Open One Today Don’t be fooled by the name Health Savings Account (HSA)… HSAs are really retirement accounts in disguise. And if you’re eligible for an HSA, you definitely want one, because they combine all the best features of other retirement plans… and then go another step further. If you use your...

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Avoid This Major Money Mistake…

My Money Mistake: Not Buying Pet Insurance Full disclosure: I live in a zoo. My home is full of dogs and cats, and I love them all. What I don’t love is the vet bills, and we have a LOT of them. I’ve always ignored pet insurance – I’m not sure why – but now...

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2019 Tax FAQ's

Got tax questions? I have the answers. All of those confusing changes in the TCJA (Tax Cut and Jobs Act) have led to some unexpected outcomes – like teeny, tiny refunds or surprise tax bills. Plus, the forms that were supposed to be “postcard-simple” are confusing even for the experts. I’ve been getting a lot...

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How to Keep Your Checking Account from Busting Your Budget

When you’re trying to stick to a budget and build your wealth, every dollar counts – especially when it comes to unnecessary expenses that chip away at your cash balance. And the number one culprit here: bank fees. Bank fees slowly and steadily eat into your money, especially when you don’t even notice you’re paying...

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