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Not Sure Where to Invest? Here’s a Beginner Portfolio to Help You Get Started

Not Sure Where to Invest? Here’s a Beginner Portfolio to Help You Get Started

by Michele Cagan | Feb 15, 2025 | Personal Finance, Retirement Planning, Saving and Investing

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...
Five Good Mutual Funds for Beginners

Five Good Mutual Funds for Beginners

by Michele Cagan | Feb 15, 2025 | Personal Finance, Saving and Investing

When you’re new to investing, it can be hard to figure out where to start. That’s where mutual funds come into play: They offer access to hundreds – even thousands – of stocks or bonds with a single share, making diversification affordable for anyone. Most of us can’t...
Don’t Skip this Crucial Wealth-Building Step!

Don’t Skip this Crucial Wealth-Building Step!

by Michele Cagan | Feb 15, 2025 | Personal Finance, Retirement Planning, Saving and Investing

Workplace retirement plans, like 401(k)s, let you save for your future without much thought after you first sign up. That “set it and forget it” strategy works really well on the contribution side, so you’re constantly adding money without skipping. But...
More Money for You, Less to the IRS: How to Minimize the Taxes on Retirement Withdrawals

More Money for You, Less to the IRS: How to Minimize the Taxes on Retirement Withdrawals

by Michele Cagan | Feb 15, 2025 | Do Your Own Taxes, Personal Finance, Retirement Planning

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...
10 Surprisingly Easy Ways to Protect Your Financial Info

10 Surprisingly Easy Ways to Protect Your Financial Info

by Michele Cagan | Feb 15, 2025 | Personal Finance, You Need to Know This

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),...
8 Simple Actions to Secure and Control Your Financial Information Now

8 Simple Actions to Secure and Control Your Financial Information Now

by Michele Cagan | Feb 14, 2025 | News, Personal Finance, Protect Your Financial Future, You Need to Know This

Let’s be candid, life feels a bit crazy right now with all of this (waving vaguely in all directions) going on. I’m not going to get into specifics here, but I’m sure you know what I mean. “All of this” can cause a lot of stress in your life and can cause genuine...
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Latest Blog Posts

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