Category Archives: IRAs/401(k)s

IRAs/401(k)s, Portfolio Management, retirement · April 3, 2019

Podcast Episode – Ask Suze Anything: Get Things Right

On this week’s Ask Suze Anything, Suze wants you to get things right!

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investing, IRAs/401(k)s, Stocks/Bonds/ETFs · March 27, 2019

IRA Alert: Check If You Can Lower Your Investing Cost

There’s a wonderful fight going on that will make winners of investors who are paying attention.

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IRAs/401(k)s · March 7, 2019

The Most Important Personal Account You Must Have

There is new research that says couples that only have a joint bank account are happier than couples that keep some, or all of their money separate.

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budgeting, IRAs/401(k)s, retirement, saving · February 20, 2019

How to Protect Yourself from the Financial Risk of Turning 50

A new study that looked at the employment and pay patterns for people once they turn 50 should be a wake-up call for anyone approaching or in their 50s. About half of the people in the study suffe

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budgeting, credit cards, IRAs/401(k)s · January 12, 2019

Podcast Episode – Special Episode For Federal Employees: Money Moves You Need To Know Now

This is a special bonus episode especially for Federal Employees whose pay is affected by the government shutdown in January 2019.

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investing, IRAs/401(k)s, Portfolio Management · January 2, 2019

The 3 Best Investments for 2019

Happy New Year! I know this is a popular time of year to make resolutions, and for many of you that can include financial goal-setting. It’s also the time of year when we are hit with all sorts...

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investing, IRAs/401(k)s, Stocks/Bonds/ETFs · July 18, 2018

Mid-Year Investment Review

When was the last time you checked that your investments still reflected your long-term investment strategy?

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investing, IRAs/401(k)s, retirement, saving · July 4, 2018

Your Kid’s Summer Job Can be an Amazing Financial Opportunity

If your child or grandchild is getting paid for a summer job, it is an amazing opportunity for you to teach two of the most powerful financial lessons.

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IRAs/401(k)s, retirement, Stocks/Bonds/ETFs · December 6, 2017

How to Protect Your Retirement From this Growing Risk

A recent poll reported that investor confidence is at the highest level since 2000, and nearly 70% of investors are optimistic about the stock market’s performance for next year.

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