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Don’t Skip this Crucial Wealth-Building Step!

Don’t Skip this Crucial Wealth-Building Step!

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...
Not Sure Where to Invest? Here’s a Beginner Portfolio to Help You Get Started

Not Sure Where to Invest? Here’s a Beginner Portfolio to Help You Get Started

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...
Five Good Mutual Funds for Beginners

Five Good Mutual Funds for Beginners

by Michele Cagan | Feb 15, 2025 | Personal Finance, Saving and Investing

When you’re new to investing, it can be hard to figure out where to start. That’s where mutual funds come into play: They offer access to hundreds – even thousands – of stocks or bonds with a single share, making diversification affordable for anyone. Most of us can’t...
6 Things You Can Do to Recession Proof Your Portfolio

6 Things You Can Do to Recession Proof Your Portfolio

by Michele Cagan | Aug 14, 2024 | Personal Finance, Saving and Investing

This post was originally published on July 9th, 2018. It has recently been updated to better help you recession proof your portfolio. Recessions happen – they’re unavoidable. In fact, they’re a normal part of the economic cycle, just a fact of life. Unfortunately,...
The Post-Divorce Money Plan

The Post-Divorce Money Plan

by Michele Cagan | Aug 8, 2024 | Get Help When You Need It, Getting Divorced?, Making Ends Meet, Saving and Investing, Single Mom CPA

This post was originally published on August 2nd, 2017. It has recently been updated to add more information on how to create your own post-divorce money plan. Now that you’re in charge of the finances, it’s time to get things in order. Believe me, it’s actually...
How to Invest with Financial Anxiety – 7 Key Steps to Reducing Risk While Building Wealth

How to Invest with Financial Anxiety – 7 Key Steps to Reducing Risk While Building Wealth

by Michele Cagan | Dec 20, 2023 | Saving and Investing

A lot of my financial coaching clients have an issue in common: Anxiety keeps them from investing. And though it feels safer to not invest, it’s actually not. Investing wisely is the only way your money has a chance of keeping up with inflation. Why does that matter?...
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