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Stretch Out Your Cash with My 3-D Plan: Ditch, Delay, Decrease

Stretch Out Your Cash with My 3-D Plan: Ditch, Delay, Decrease

by Michele Cagan | Apr 27, 2020 | Do Your Own Taxes, Personal Finance, Saving and Investing, You Need to Know This

If the Covid-19 crisis has you worried about money – and, honestly, I don’t know anyone (including me) who’s not – you can take some practical steps right now to preserve your cash. Most of the standard personal financial advice just doesn’t apply right now. All that...
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...
HSA: The Best Retirement Account You’re Not Using

HSA: The Best Retirement Account You’re Not Using

by Michele Cagan | Jan 7, 2020 | Personal Finance, Saving and Investing, You Need to Know This

And How to Open One Today Don’t be fooled by the name Health Savings Account (HSA)… HSAs are really retirement accounts in disguise. And if you’re eligible for an HSA, you definitely want one, because they combine all the best features of other retirement plans… and...
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...

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...
How to Set SMART Money Goals and Get Everything You Want

How to Set SMART Money Goals and Get Everything You Want

by Michele Cagan | Jul 1, 2019 | Protect Your Financial Future, Saving and Investing, Single Mom CPA

Note: This post contains affiliate links. If you buy something through one of these links, I may receive a commission. You want to save money, but how? When you’re a single mom on a tight budget, saving for anything can feel impossible. The key to successful...
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