Financial Blog
Not Sure Where to Invest? Here’s a Beginner Portfolio to Help You Get Started
Updated for 2020 Choosing your first investments can be overwhelming. There are so many options available, and it’s hard to figure out where to start…and the sheer number of choices can be crippling. To get instant diversification, low fees, and hundreds of...
10 Surprisingly Easy Ways to Protect Your Financial Info
You hear about data breaches in the headlines every day. Target, Yahoo!, big banks…and the list goes on. No company is immune – and that means we are all in danger. Where you live affects your risk According to the latest from the Federal Trade Commission (FTC),...
More Money for You, Less to the IRS: How to Minimize the Taxes on Retirement Withdrawals
The minute you start taking money out of your retirement accounts, the tax meter starts running. But a simple strategy lets you maximize your money and minimize the tax bill…so your retirement savings will last longer. To get the most out of your retirement...
Getting Divorced? Get a QDRO
Ladies, we are seriously behind when it comes to retirement savings – and divorce can make that picture even worse. So if your husband has built up a sizable retirement nest egg during the marriage…and you haven’t…you’re probably entitled to a good portion of that...
Don’t lose 30% of your 401k! Roll it over the right way
Whenever you leave a job, no matter what the reason is, your 401k can come along with you. Single moms, this is something you absolutely want to do – it gives you more control over your retirement savings. And, despite what some advisors may tell you, the process is...