Money Management

What Not to Do With an 401(k) Rollover

What Not to Do With an 401(k) Rollover

By in Advanced Investing, Asset Allocation, Automatic Saving, Investing, Money Management, Mutual Funds, Retirement | 0 comments

The 401(k) Saga-Don’t do This! Financial professionals frequently suggest rolling over your 401(k) into an IRA when you leave a job. The down side of leaving your retirement account with the old employer means you’re subject to their fee structure and investment options. If you rollover your 401(k) into an IRA-you gain control! Advantages of a 401(k)...

Read More
How Can I Tell if I’m On Track for Retirement?

How Can I Tell if I’m On Track for Retirement?

By in Asset Allocation, Investing, Money Management, Personal Finance, Reader Question, Retirement | 0 comments

Reader Question: Am I On Track for a Secure Retirement? “Barbara, I started investing late and although I have a military pension, a 401k, and brokerage accounts; I wonder if I am track to a comfortable retirement.  I use commission free ETFs in a taxable account.”   You’re doing what you think is right, saving, investing, living modestly, but how...

Read More
Finovate- A Glimpse into Your Money – Tech Future

Finovate- A Glimpse into Your Money – Tech Future

By in Links, Money Management, Personal Finance | 3 comments

FinovateSpring 2015-Disrupting Financial Technologies Since 2007, Finovate conferences have showcased cutting-edge banking and financial technology in a unique demo-only format.  Click here for Free micro book-How to Invest and Outperform + Wealth Tips Newsletter   The Future of Financial Innovation Finovate travels around the world collecting and showcasing the new...

Read More
Money Mash Up-US News + Investopedia + Podcasts

Money Mash Up-US News + Investopedia + Podcasts

By in Links, Money Management, Personal Finance | 0 comments

Launched today: Personal Finance: An Encyclopedia of Modern Money Management. Click here to learn more. You may have missed some of my recent work across the web. Please enjoy this taste of investing, real estate, career, parenting, and financial advisor related articles and podcasts from my online partners. Podcasts Apply These 2 Stock Market Tips to Real Estate...

Read More
The Saving Secret Worth $366,000

The Saving Secret Worth $366,000

By in Automatic Saving, Money Management, Saving | 0 comments

The I Hate to Save-Kick in the Butt Latest news just in from Sun Trust Bank Survey: “Many higher income households are living paycheck-to-paycheck” We are notoriously bad at imagining our future. In fact I remember playing with my Great Aunt as an 8 year old and thinking, “I’m never going to be this old, ever”. Then I remember thinking about how old I’d be when the...

Read More
Top Money Sites for Millennials {To Get You Out of Mom’s Basement}

Top Money Sites for Millennials {To Get You Out of Mom’s Basement}

By in Links, Money Management, Personal Finance, Saving | 1 comment

Are you a millennial hoping to get a decent job, find a partner, make some money, buy a house, and get off Mom and Dad’s couch? Then this article is for you.  In order to be successful in life, you need to take care of life’s basics. You likely realize that childhood is over and it’s time to step up and take responsibility for your life. Here are...

Read More