Think all workers can participate in a retirement plan? Think again! According to a 2019 study by the Pension Rights Center* out of 139 million full and part-time workers, only 56% are participating in a work sponsored retirement plan. Only…
This week I am thrilled to interview real estate attorney and fellow volunteer Jill Klancke of Klancke and Cook Attorneys at Law. Jill’s bio and contact information follows the interview, but for the sake of newsletter formatting I want…
Have Suze Orman, Jim Kramer, or Dave Ramsay ever encouraged you to use the back door? No, not a sexy affair with a finance celebrity! I’m talking about a Backdoor Roth Contribution. First, some basics Roth IRAs allow you…
Ah, 2020. In hindsight, it won’t seem so bad. Or it will. Who knows, but here are some new milestones we have reached so far this year. These are in no particular order and you can decide if they are…
Sure, Twitter is the place where internet trolls and certain politicians go to make people cry. But it can also be where people show off their wittiest writing. Enjoy these funny comments about Halloween. * U can give out…
There is an old saying that goes, “If you don’t hate at least one investment in your portfolio, you aren’t really diversified.” It’s a clever reminder that not having your eggs in one basket means that some of your baskets…
The idea of a recession is scary, but planning and rational action can lessen the worry. You can't control the stock market, but you can control your money. This fast, free class gives you 5 actionable tips to get your household finances ready for a recession tomorrow, next month, or next year.
