Financial Blog

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How to Plan for the Biggest Retirement Spending Surprises

How to Plan for the Biggest Retirement Spending Surprises

It’s the most common financial fear: No matter how much cash you have stashed away for retirement, you’ll run out of money. You’re right to be worried. That happens too often to ignore…and it’s usually due to surprise expenses that derail the best-laid plans. Yes,...

How to Avoid Mortgage-Refinance Money Traps

How to Avoid Mortgage-Refinance Money Traps

Refinancing your mortgage can lower your interest rate and shrink your monthly payments…but it’s not always good for your overall financial health.  Those smaller payments can end up costing you thousands of dollars! So before you decide to take that plunge and...

It’s Time to Rebalance Your Retirement Accounts

The stock market had a banner year – great for portfolio growth, less great for asset allocation. And that means it’s time for your annual retirement rebalance. Asset allocation is all about keeping different kinds of investments (like stocks, bonds, or real estate)...

The Most Important Tax Tip for 2017: File EARLY

The Most Important Tax Tip for 2017: File EARLY

The MOST important tax tip I can give single moms for 2017 is this: File as soon as you possibly can. After this year’s enormous data breach, there’s a 50-50 chance that some criminal out there has all of your personal financial information – and he will use it to...