What type of retirement plan to use is a big question for employers. Not only do they want to do what’s right for the business, but they also want to do what’s best for their employees and future … [Read More...]
Why I Love The Roth IRA
The Roth IRA started in 1997 and it changed the retirement savings game. It's probably my most recommended retirement savings vehicle, other than your employer-sponsored plan of course. You have to … [Read More...]
What is the Coverdell ESA?
Introducing the last account type on our quest to find the best way to save for college, the Coverdell ESA. Without further delay, here’s what you need to know about the Coverdell ESA. What is … [Read More...]
What Is A 529 Plan?
Education, especially secondary education, is getting more and more expensive. The cost of a 4-year public university has gone up 110% from 1994 to 2014 (Source). Conversely, wages have grown an … [Read More...]
Why Do Interest Rates Matter?
I was running through my normal Google alerts yesterday and saw a headline that said, “Do interest … [Read More...]
What are UGMA and UTMA accounts?
What is a UGMA account? What is a UTMA account? How are they different? What is the purpose of using … [Read More...]
Saving Money With Regular Maintenance
When was the last time you exercised, had your furnace worked on, or had your oil changed? … [Read More...]
Creating A Financial Plan You Can Stick To
The more I read and the more I meet with people, the more I realize that setting up a financial plan … [Read More...]