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...
by Michele Cagan | Oct 11, 2024 | Get Help When You Need It, Making Ends Meet, Personal Finance, Retirement Planning, You Need to Know This
Medicare is one of the largest expenditures our federal government has, coming in at $1.5 Trillion, or 17.3% of our 2024 budget, according to USASpending.gov. It covers more than 48 million people and ensures that they get at least some, if not all of their healthcare...
by Michele Cagan | Jun 1, 2023 | Personal Finance, Retirement Planning, Saving and Investing, You Need to Know This
Please Note: This article contains affiliate links. If you click on those links, I may receive compensation. What are the best investments for your retirement portfolio? That depends mainly on how much time you have until you want to retire – your time...
by Michele Cagan | Nov 9, 2021 | Do Your Own Taxes, Personal Finance, Retirement Planning, Saving and Investing
If you’re trying to save money for retirement, you’re probably familiar with IRAs – individual retirement accounts. IRAs come in two flavors: traditional and Roth. Both can help you save for retirement, but there are some crucial differences between...
by Michele Cagan | Aug 11, 2021 | Retirement Planning, Saving and Investing, Single Mom CPA
ETFs, exchange-traded funds, are funds that trade on stock exchanges – just like the name spells out. They’re like the sexier, more flexible cousins of mutual funds. And ETFs make a great choice for building up wealth. To start, every ETF holds a whole...
by Michele Cagan | Aug 11, 2021 | Retirement Planning, Saving and Investing, Single Mom CPA
Please Note: This article contains affiliate links. If you click on those links, I may receive compensation. Ready to start investing but not sure how to buy shares in stocks and ETFs (exchange-traded funds)? The process can feel intimidating when you haven’t...
