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)...
by Michele Cagan | Oct 17, 2017 | Building a Nest, Managing Debt, Protect Your Financial Future, Retirement Planning, Saving and Investing, Single Mom CPA
What does your dream future look like? Maybe it includes a beach house overlooking the ocean…starting your own business…or the freedom to quit your job without ever worrying about money… Whatever your dream is, there’s a way to reach it – but it all starts with...
by Michele Cagan | Oct 17, 2017 | Building a Nest, Protect Your Financial Future, Retirement Planning, Saving and Investing, Single Mom CPA
You have big dreams for your future…and financial independence can make them come true. This is about YOU, single moms, and your life apart from providing for your children. You deserve an anxiety-free financial future, where you can live your dreams without worrying...
by Michele Cagan | Oct 16, 2017 | Building a Nest, Protect Your Financial Future, Retirement Planning, Saving and Investing, Single Mom CPA
It’s a huge fear, especially for single moms: No matter how much cash you have stashed away for the future, you might run out of money. I’ve heard that worry from my family, friends, and clients – especially when it’s happened to someone they know. And for years I was...
