Investing

happy retired couple who used a retirement planning calculator

Retirement Planning Calculator: Don’t Outlive Your Money

When people think about retirement they imagine white sand beaches, naps in a rocking hammock, and an ability to do whatever they want each and every day.  But the only way to achieve that goal is to save enough money to live the life you want.  No one wants four years of retirement bliss followed …

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woman sitting on dock overlooking lake contemplating Roth or Traditional IRA

Deciding Between a Roth or Traditional IRA? Consider the future!

A Roth IRA (Individual Retirement Account) may be the 2nd most popular product in the personal finance world.  (Low-cost index funds still have them beat!)  But are they really better than traditional IRAs?  How do you choose between a Roth and traditional IRA? Both types of IRAs offer tax benefits to entice you to save for …

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city streets of New York with taxis and people walking

10 Things You Should Know About the Stock Market

Everyone has heard about the stock market. You’ve seen headlines on the Dow and the S&P or heard about the SnapChat and Facebook IPOs.  Maybe your neighbor talked your ear off about that stock that was a “sure-thing”.  But since you probably didn’t have Intro to Household Finance in school along with our Woodshop and …

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rental houses side by side

3 Questions to Ask Yourself Before Making Your Home a Rental Property

You’ve outgrown your starter home and you’re ready to move your family to your forever home.  But now you’re wondering if it is the best decision to sell your current property or keep it on as a rental asset.  Maybe you can’t get the price that you want for it in the market today. Maybe …

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fiduciary shaking hands with couple after reviewing their finances

Why Your Financial Advisor Needs to be a Fiduciary

What is a fiduciary and why does any financial advisor you trust need to be one? Well, most Americans believe that financial advisors are required to have your back.  You seek them out to give you advice on investing, financial planning, insurance, and other money topics you may not know well.  It is fair that …

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