by Michele Cagan | Feb 9, 2018 | Personal Finance, Retirement Planning, Saving and Investing
UPDATED FOR 2019 If you’re self-employed, have no employees, and are looking for a place to stash a lot of retirement cash without a lot of hassle, look no further than the SEP-IRA. This amped up retirement savings plan works well for freelancers and side-giggers. (If...
by Michele Cagan | Jan 12, 2018 | Building a Nest, Saving and Investing, Single Mom CPA
You’re ready to start investing, and ETFs (exchange-traded funds) can quickly help you build a solid, diversified portfolio. The trick is choosing the best funds for you out of the thousands of ETFs on the market… and it’s easier than you think. Most ETFs follow...
by Michele Cagan | Jan 12, 2018 | Personal Finance, Saving and Investing
You’re ready to invest in mutual funds – but with thousands of funds to choose from, the options can feel overwhelming. The 6 steps below will help you quickly pinpoint the best funds for you, so you can get started right away. Once you’ve figured out the types of...
by Michele Cagan | Jan 9, 2018 | Personal Finance, Retirement Planning, Saving and Investing
If your child earns income from a job – even if it’s working for you – it’s time to open a Roth IRA. Better than a regular savings account, all the money invested through a Roth IRA grows tax-free. And since your child almost certainly qualifies for the lowest...
by Michele Cagan | Dec 8, 2017 | Charitable Giving, Protect Your Financial Future, Retirement Planning, Saving and Investing, Single Mom CPA
From changing tax laws to the Equifax hack, 2017 has been a year of financial anxiety for so many of us. You can take control of your financial situation and set the stage for a fruitful 2018 by taking these 8 steps before December 31. Stash as much money as you can...
by Michele Cagan | Dec 1, 2017 | Protect Your Financial Future, Retirement Planning, Saving and Investing, Single Mom CPA
The stock market had a banner year – great for portfolio growth, less great for asset allocation. And that means it’s time for your annual retirement rebalance. Asset allocation is all about keeping different kinds of investments (like stocks, bonds, or real estate)...
