by Michele Cagan | Feb 13, 2021 | Do Your Own Taxes, Retirement Planning
UPDATED FOR 2021 You still have plenty of time to lower your 2020 tax bill. For a win-win, make an IRA contribution for 2020. You can go with a currently tax-deductible traditional IRA or the Roth IRA (which is not deductible this year but...
by Michele Cagan | Oct 28, 2020 | Do Your Own Taxes, News, Personal Finance, Retirement Planning
Please Note: This article may contain affiliate links. If you click on those links, I may receive compensation. The last you want to be thinking about now is next year’s tax return. This year has been chaotic, frightening, confusing, stressful, and mostly...
by Michele Cagan | Oct 12, 2020 | Retirement Planning, You Need to Know This
Please Note: This article contains affiliate links. If you click on those links, I may receive compensation. If you’re a senior who’s feeling financially insecure, you may be considering a reverse mortgage. But please don’t. Reverse mortgages sound like...
by Michele Cagan | Oct 7, 2020 | Building a Nest, Do Your Own Taxes, Personal Finance, Protect Your Financial Future, Retirement Planning, Saving and Investing, Single Mom CPA, Uncategorized, You Need to Know This
You need to do this today. Single moms – women in general, actually – are waaayyyyyy behind when it comes to retirement savings. We all have plenty of reasons for this… but when we’re 80 and out of money, those reasons won’t matter at all. So today we are going to...
by Michele Cagan | Sep 1, 2020 | Building a Nest, Protect Your Financial Future, Retirement Planning, Saving and Investing, Single Mom CPA, You Need to Know This
What you don’t know about target-date funds can hurt you Note: This article contains affiliate links. I may receive compensation if you click on them. Thank you for your support. When your to-do list is already a mile too long, it’s tempting to go the easiest ways to...
by Michele Cagan | Apr 24, 2020 | Do Your Own Taxes, Personal Finance, Retirement Planning
Know This BEFORE You Pull Money from Retirement Accounts The CARES Act (aka the Coronavirus Aid, Relief, and Economic Security Act) made it easier than ever to borrow or withdraw money from your retirement accounts before retirement age. And even though most of the...
