Three Practical Steps for Keeping This Year’s Financial Resolutions
Happy New Year! I know I’ve been away a little longer than I thought. I decided to take time out and enjoy my vacation with Ben and others, instead of…
Author: fbdev
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Financial Openness in the New Year
I hope you all had an enjoyable week last week. I had a great time in Georgia hanging out with my family, cooking, and talking personal finance. I also enjoyed… -
Christmas Comes Early: Federal judge strikes down Utah’s ban on same-sex marriage
I mentioned last week that Ben and I are hanging out in Georgia for the holiday break, so this post will be my only one for the week. But I… -
New Mexico Welcomes Marriage Equality!
Another one down! Early yesterday afternoon, we learned that New Mexico became the 7th state this year and the 17th overall, along with the District of Columbia, to recognize same-sex… -
Three Guidelines for Picking a Great Financial Advisor
In completing your year-end review, you may realize that you need a financial advisor to help get you on the right track. Picking one, however, may be harder than you… -
The Estate Planning Document That You’re Not Using But Should
Ben and I are traveling to Georgia next week to visit my family. I love seeing them over the holidays since I only get to hang out with them once… -
Additional Year-End Considerations for Same-Sex Couples
In compiling my year-end checklist, I couldn’t help but think about those same-sex couples whose lives have changed this year because of the Windsor case. And because of this new… -
Your Year-End Financial Checklist
Christmas and New Year’s are just around the corner. With a about two weeks to go before 2014, I’ve already had several requests for help in getting financial houses in… -
Retirement 101: Will I have enough?
So this question presents the ultimate dilemma: will you have enough to retire and live the type of lifestyle that you want? A lot of us will answer “no” to… -
Retirement 101: Roth Contributions vs. Regular Contributions
I want to go back to a pretty important concept regarding the savings vehicles I have covered. I mentioned that you can choose accounts that allow you to contribute pre-tax… -
Retirement 101: Small Business Defined Contribution Plans
Now that you know about the bigger defined contribution plans, I want to focus on three specific accounts for small businesses with employees: the SEP IRA, SIMPLE IRA, and SIMPLE… -
Retirement 101: The Most Common Defined Contribution Plans
Yesterday, I covered the difference between a defined benefit plan and a defined contribution plan. Today, I explore the basics of the most common types of defined contribution plans. As… -
Retirement 101: Defined Benefit vs. Defined Contribution Plans
Happy Monday! I can feel the full force of the holiday season. I see lots of decorations, people out partying, and the stores packed with shoppers looking for gifts. In…