Invest or Pay Off Mortgage Early Financial Education
Do you intend to aggressively pay off your mortgage? Financially, is that a smart thing to do? Initially, I believed it was the right thing to do. Or at least, [Read More]
Retirement Planning
Building Wealth 2019 Roth IRA Investments
January 2019 is the time to invest the maximum in your 2019 Roth IRA, if you can. If you can’t, at least get started by setting up automatic monthly contributions. [Read More]
Building Wealth and Staying Focused
Building wealth isn’t hard. Young or old, high-income earner or not. It doesn’t matter. It all begins in your head with your beliefs. What you belief you can or cannot [Read More]
Chasers Behind on Retirement Savings Goals Worry
According to a recent Allianz Life’s Chasing Retirement Study, half of those saving for retirement are “Chasers” who are behind on their retirement goals. They worry they can’t catch up [Read More]
Early Retirement Planning
Early retirement planning is key to your financial longevity especially if you retire a decade or more before reaching 65. What’s most important to consider for your early retirement planning? [Read More]
Emergency Funds Management for Higher Returns
What is the best way to manage your emergency funds? How much do you really need in your emergency fund? Where to keep emergency funds for higher returns? Did you [Read More]
Taxes In Retirement
What impact will taxes in retirement have on your retirement income? Have you thought about a retirement tax strategy? Not necessarily my area of expertise, so this weekend I attended [Read More]
Are Millennials Saving for Retirement?
The short answer is the majority of millennials are not saving for retirement. According to one of the largest retirement-plan providers, Fidelity, roughly two-thirds of millennials have nothing saved for the [Read More]