“I do,” – one of the shortest, simplest, most life-changing, sentences you will ever say. Not only do you have to get used to the idiosyncrasies of living with another person who will invariably do things differently than you are accustomed to—such as leaving dirty socks in places other than the laundry room, drinking milk…
Recent Articles
Best Retirement Plan Options for the Self-Employed
Being self-employed comes with many advantages, one of which is your ability to choose from a number of retirement plan options. The key is to match the right plan option with your retirement planning objectives and yearly contribution goals. And if you have employees, other than a spouse, to be certain you understand the contribution requirements…
Are You Making These 5 Retirement Planning Mistakes?
Planning for retirement, but worried you’re missing something? There’s so much to think about when it comes to planning out a secure financial future even after you stop earning an income from your job — and there are a lot of moving parts to coordinate and organize. It’s easy for things to slip through the…
Top 5 Money Tips for Millennial Women
The financial needs of Millennial women are much different than the financial needs of their mothers and grandmothers. While the basic principles of finance remain the same, the path to reaching financial goals and navigating through a weaker economy than our country has seen in decades – millennial women face a completely different set of…
What Millennials Need to Know About Good & Bad Debt
It’s not often that people talk about debt as something good to have. Most of the time when people mention debt, they refer to credit card balances, student loans that feel stifling, or a car payment that might be eating up too much of the household budget. Each of those types of debts does create…
Is a Roth IRA or Traditional IRA Better for You?
The debate is a long-standing one: Is a Roth or a traditional IRA a better tool to save for retirement? The debate doesn’t end the older you get. In fact, as workers approach retirement age, it’s perhaps even more important than any other time that they look closely at the relative benefits and disadvantages of…
Why So Many People Want to Avoid Probate
We hear so much about the importance of estate planning and avoiding probate, but very little about the details of why and how. Why is estate planning important? What is probate, anyway? What’s so bad about probate, and how can estate planning help avoid probate? What is probate? Probate is simply the legal process of…
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