Should I open a Traditional IRA or a Roth IRA? Woo-hoo! Happy April 15th! It’s Federal Income Tax Filing Deadline Day! No? Not a cause for celebration at your house? […]
Creating a system for retirement At a previous employer, I worked for a manager who would tell me: “A system isn’t a system, unless you work […]
2019 tax deadlines you don’t want to miss Deadlines, deadlines, deadlines: the dreaded word. Whether it’s making sure your dry cleaning arrives before the cut off time for […]
QCDs: Charitable donations with a (positive) twist We’ve discussed the benefits of charitable contributions previously. Not only have many people benefited from a financial perspective, but from […]
Thinking about an IRA? Now’s the time The recent stock market volatility has been an interesting ride for everyone – but within the changes lie financial opportunities. […]
Have a Budget Today So You Can Save for Tomorrow | May 2016 I promised to talk about how to invest those IRA funds last month, but I have another point I need […]
The Savings Marathon | Cynthia Marotz Two years ago I took up running. I downloaded an app that would get you from the couch to running […]
IRA Basics | April 2016 April 15th (well, actually April 18th) has come and gone this year with its tax filings, paperwork and wailing and […]