The Secret to Getting Around Roth IRA Income Limits
On Wednesday, I gave some options for a client who was over the Roth IRA income limits but had already contributed to his account. Despite the income limits to the…
Category: Investing
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What Happens If You Contribute Too Much Money to Your IRA?
Can you feel it? Tax season is coming. I spent the majority of my workday yesterday organizing our preparation questionnaires so we can get to work shortly after the filing… -
The Best Retirement Plans for Small Businesses
On Tuesday, I gave some tips on improving your finances in 2015 by making simple changes to your retirement account. These solutions are also accessible to those of you who… -
Three Investing Goals that Should be at the Top of Your 2015 Resolutions
Happy Tuesday! I hope that you all had a wonderful holiday. The new year brings with it new resolutions. And if you’re like most people, improving your finances appears at… -
8 Simple Rules For Choosing Assets for Your Investment Portfolio
On Tuesday I reviewed John Bogle’s take on simple investing in his book Common Sense on Mutual Funds. He suggests purchasing low-cost, index funds and even thinks you can cover… -
Investing Is Simpler Than You Think
Happy Tuesday! I hope you all had a great holiday weekend. I certainly did. Part of what I love about having extra leisure time and a long car trip is… -
The Secret Behind My Investing Strategy
I couldn’t end a week getting back to investing without revisiting one of my favorite posts that I’ve written so far on the topic. It gives a fundamental understanding of… -
Is a Single Premium Immediate Annuity a Good Investment?
On my commute to work, I normally listen to financial podcasts. And recently, many of my favorites – Suze Orman, Money Girl, Vanguard Plain Talk on Investing – all talked… -
How to Choose the Best Place to Invest Your Money
Happy Monday! I hope your weekend was wonderful. I was looking over my recent posts and realized that I haven’t written about investing in a while. It sometimes comes up… -
What is a No-Cost Refinance?
I know what you’re thinking: “Didn’t you just buy your place?” Yes! And I’m already talking about refinancing. I blame our mortgage broker. Mortgage rates are down! Out of the… -
What Percentage of Your Income Should You Spend on Housing?
So I lied. My house budgeting kick isn’t quite over. I was ready to take a break and then I saw this cool graph on Kiplinger’s Tumblr called “How to… -
Going Out on Your Own? Here’s How to Structure Your Small Business
Happy Monday! I wanted to start this week with a great discussion that I’m having with one of my friends about starting her own business. She’s creating a comic book… -
Three Ways to Get the Most Out of Your Taxable Account
As you read on Wednesday, it’s critical to pay attention to how and what you invest in a taxable account. Your goal should be to keep as much money in…