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Don’t run out of money! Dodge these 5 retirement traps NOW

Don’t run out of money! Dodge these 5 retirement traps NOW

by Michele Cagan | Jun 7, 2017 | Managing Debt, Personal Finance, Retirement Planning, Saving and Investing

Tropical beaches…tennis and golf…sailing on crystal blue waters…exotic travels… Whatever you dream about when you think of retirement, the reality could end up being much different, and much more stark, unless you take steps to bolster your nest egg right now. By...
The Surprising Truth About Investment Risk

The Surprising Truth About Investment Risk

by Michele Cagan | Jun 2, 2017 | Building a Nest, Retirement Planning, Saving and Investing, Single Mom CPA

Here’s what most single moms don’t know about investment risk… It’s just as risky not to invest. Not investing poses it’s own set of financial risks, including the chance that your savings won’t be able to keep pace with inflation, and that your money will...
The Lowdown on Index Investing

The Lowdown on Index Investing

by Michele Cagan | May 21, 2017 | Personal Finance, Retirement Planning, Saving and Investing

When people talk about the stock market, they’re usually actually talking about a stock market index. You hear about them on the news all the time: “The Dow was up 6 today.” “Today brought increases to the S&P 500 and the Nasdaq.” All three of those are stock...
Wealth Begins with Net Worth

Wealth Begins with Net Worth

by Michele Cagan | May 21, 2017 | Personal Finance, Retirement Planning, Saving and Investing

Building your personal wealth begins with knowing your net worth. This value is the cornerstone of everyone’s financial life, but many of us don’t keep track of it, or even know how calculate it. And that’s a shame. Because by knowing this number, you’ll be able to...

New to Investing? Do This…

by Michele Cagan | May 21, 2017 | Retirement Planning, Saving and Investing, Single Mom CPA

Women – including many single moms I know and work with – are often hesitant to invest on their own. That’s because no one ever teaches us how to do it, and it can be embarrassing to admit you don’t know how. Plus, the markets can feel intimidating, and there are so...

Single Moms: Reduce Your Withholding Today!

by Michele Cagan | Apr 28, 2017 | Do Your Own Taxes, Saving and Investing, Single Mom CPA

If you just got – or are expecting – a large tax refund, you need to make a change right away. Basically, you just got repaid for an interest-free loan to the Federal government. And I know you have better uses for your money than that! Consider this: The average tax...
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