Michele Cagan, CPA
  • Home
  • About
  • Services
    • Financial Coaching
    • Business Support
  • Books
  • Blog
  • Products
  • Contact
Select Page
Should I Withdraw from My IRA or 401k?

Should I Withdraw from My IRA or 401k?

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...
Don’t Ditch Your Retirement Portfolio! Trust Your Investment Plan.

Don’t Ditch Your Retirement Portfolio! Trust Your Investment Plan.

by Michele Cagan | Mar 9, 2020 | News, Personal Finance, Retirement Planning, Saving and Investing, You Need to Know This

The stock market is suffering, and I know you’re scared. It’s terrifying to think that half of your money disappeared overnight. But here’s what you need to remember: It didn’t. Until you actually sell the investments in your retirement accounts, you have not...
5 Ways the SECURE Act Changes Your Retirement

5 Ways the SECURE Act Changes Your Retirement

by Michele Cagan | Feb 27, 2020 | Personal Finance, Retirement Planning, You Need to Know This

If you’ve been having a hard time saving enough money for retirement, the SECURE Act could help turn that around. At the very end of 2019, the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) became law. The main focus: making it easier for...
Is a Self-Directed IRA Right for Me?

Is a Self-Directed IRA Right for Me?

by Michele Cagan | Nov 30, 2019 | Personal Finance, Retirement Planning, Saving and Investing

Note: This post contains affiliate links. If you buy something through one of these links, I may receive a commission. If you’ve ever felt trapped by the investment choices in your 401(k)… if you want to invest your retirement savings in something other than the...
Don’t Aim for “Average” Retirement Savings

Don’t Aim for “Average” Retirement Savings

by Michele Cagan | Nov 9, 2019 | Personal Finance, Retirement Planning

Measure Your Nest Egg Using the Right Yardstick Note: This post contains affiliate links. If you buy something through one of these links, I may receive a commission. If you’ve been wondering whether you’re retirement savings are on track, you may have searched...

Ladies, We Need to Save More for Retirement

by Michele Cagan | Oct 26, 2019 | Retirement Planning, Saving and Investing, Single Mom CPA

Overcome Anti-Woman Retirement Obstacles to Fully Fund Your Future Note: This post contains affiliate links. If you buy something through one of these links, I may receive a commission. It’s harder for women to save money for retirement – that’s just a fact. And that...
« Older Entries
Next Entries »

Categories

  • Building a Nest
  • Charitable Giving
  • Do Your Own Taxes
  • Get Help When You Need It
  • Getting Divorced?
  • Insurance
  • Kids and Money
  • Making Ends Meet
  • Managing Debt
  • News
  • Owning Your Own Business
  • Personal Finance
  • Protect Your Financial Future
  • Retirement Planning
  • Saving and Investing
  • Single Mom CPA
  • Small Business
  • Uncategorized
  • You Need to Know This

Get my free report!

Discover 5 Small Money Moves that Deliver Big Results

First Name
This field is for validation purposes and should be left unchanged.

Latest Blog Posts

  • How to Manage Your Financial Anxiety During a Banking Crisis
  • Maximize Your Home Office Deduction – Do It the Long Way
  • How to Calculate Depreciation for Your Home Office Deduction
  • Self-Employment Taxes: Here’s What You Need to Know
  • 10 Things to Do Before You Start Investing

Let’s Connect!

  • Follow
  • Follow
  • Follow

Quick Links

  • Financial Recovery Workbook Downloads
  • Blog
  • Products
  • Contact
Copyright © 2016-2025 Michele Cagan, CPA | All Rights Reserved | Website by GuppyFish Web Design