Category Archives: Retirement

Strategic Planning for the Everyday Family
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financial plan is like a blueprint

Taking the Next Step with your Finances For several years now, my wife and I have been doing well with our finances. I haven’t used a credit card since 2006 or so, and my wife only has a Kohls card … Continue reading

Posted in Budgets & Spending Plans, Building Wealth, Personal finance, Relationships & Money, Retirement | Tagged , , , , , , , | 8 Comments

April Financial Literacy Month: April 19, 2012
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Jeff Rose from GoodFinancialCents.com tells us how mutual funds are like chicken and vegetable soup. It’s convenient: You don’t have to measure out the ingredients or even chose what goes into it. The hard work has already been done for … Continue reading

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April Financial Literacy Month: April 16, 2012
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In today’s video, Marc Prosser describes the differences between Stocks and Bonds Stocks: You own a part of a company. When a company makes profits you do well. You can get a piece of those profits back in the form … Continue reading

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April Financial Literacy Month: April 9, 2012
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In today’s video, Philip Taylor from ptmoney.com answers 10 quick questions about the powerful investment vehicle, the Roth IRA. Continue reading

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The Power of Four Little Letters: R-O-T-H (Followed by IRA)
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Roth IRA Movement

Why the Roth IRA is so Powerful I love the Roth IRA. Traditional IRA’s are pretty cool too, what with the tax deferred gains and all. But Roth IRAs are really cool. If you already have a Roth IRA, you’re … Continue reading

Posted in Building Wealth, Retirement | Tagged , , , , , | 5 Comments

Winning With Money Part 5: Plan for the Future
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Planning for Retirement

I know we’ve already talked about being proactive with your money, but this takes it to a new level. Part of your long-term plan needs to cover things like future education, home maintenance, vehicle replacement, retirement, income replacement, funeral plans, and long-term medical care, among other things. Continue reading

Posted in Building Wealth, Personal finance, Retirement | Tagged , , , , | 15 Comments

Financial Literacy Month Question of the Day: April 20, 2011
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Josh Levitt from LevittCoaching.com wants to know what you think: What is the best way to start investing for retirement? A) Invest in a Roth IRA B) Invest in a 401K up to your employer’s match C) Buy a house … Continue reading

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How much will you need to retire?
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We focus a lot of time in our financial coaching and our podcast episodes to getting out of debt. It’s not very often that we actually talk about what to do after this point. Today I wanted to start some … Continue reading

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Money Myths: The Truth About the Cost of Retirement
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Myth: My expenses will go down when I retire so I don’t need to save as much for retirement. Truth: With inflation, taxes and medical bills, your expenses will go up when you retire so you need to be prepared! … Continue reading

Posted in Building Wealth, Money Myths, Myths vs. Truths, Retirement | Tagged , , , | 2 Comments

Paying Yourself First: How to Make it Work Part 2
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In part one of this two part article I talked about the theoretical part of paying yourself first. Planning our the month’s income and expenses to spend every dollar on paper before the month begins, making sure you allocate the … Continue reading

Posted in Beating Debt, Building Wealth, Personal finance, Retirement, Saving Money | Tagged , , , , , | Leave a comment