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...
by Michele Cagan | Apr 20, 2021 | Retirement Planning, Saving and Investing, You Need to Know This
They can wipe out your entire savings in minutes Be aware: Scammers are coming after your retirement savings. These con artists come armed with a huge bag of tricks they use to get you to willingly hand over your money. And they’re very convincing… so you have to be...
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...
