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...
by Michele Cagan | Feb 15, 2025 | Building a Nest, Getting Divorced?, Retirement Planning, Saving and Investing, Single Mom CPA
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...
by Michele Cagan | Feb 15, 2025 | Building a Nest, Retirement Planning, Saving and Investing, Single Mom CPA
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...
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...
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...
