by Michele Cagan | Apr 12, 2017 | Do Your Own Taxes, Personal Finance, Retirement Planning, Saving and Investing
Updated for 2021 Disclosure: Some of the links on this page are affiliate links. This means if you click on the link and purchase the item, I will receive an affiliate commission. Not sure how to open an IRA account? All it takes is 5 simple steps, and...
by Michele Cagan | Apr 12, 2017 | Retirement Planning, Saving and Investing, Single Mom CPA
Lots of single moms aren’t sure how to open an IRA – so they skip it. But, honestly, all it takes is 5 simple steps, and in less than 30 minutes, you can be on your way to a worry-free retirement. Here’s all it takes: Decide whether you want a traditional or Roth IRA....
by Michele Cagan | Apr 11, 2017 | Do Your Own Taxes, Personal Finance, Retirement Planning, Saving and Investing
It’s not too late to make your IRA contribution for 2016, whether you go with the tax-deductible traditional IRA or the Roth IRA (which is not deductible this year but offers many other advantages). In fact, you have until Monday, April 18 to contribute – and, if...
by Michele Cagan | Feb 6, 2017 | Get Help When You Need It, Saving and Investing, Single Mom CPA
Single moms may face some serious money problems as the new administration moves to dismantle crucial protective financial reforms. Dodd-Frank, officially known as the Dodd-Frank Wall Street Reform and Consumer Protection Act (I added the bold), came in response to...
by Michele Cagan | Dec 27, 2016 | Saving and Investing, Single Mom CPA, You Need to Know This
Virtually all U.S. banks make it very easy to add online and app services to your regular checking account – so if you already have a checking account, you just need to sign up. If it’s your first time opening an account, you can do the whole thing online. Which bank...
by Michele Cagan | Dec 26, 2016 | Do Your Own Taxes, Retirement Planning, Saving and Investing, Single Mom CPA
With everything spinning around in your head, it’s easy to overlook these crucial year-end financial tasks. Skipping them can cost you and your family money – sometimes a lot of money. So sit down, take a look, and cross these off your financial to-do list today,...
