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6. Retirement Planning

Roth IRA or Not? Listen in on the new Roth IRA Rules

Join me in an interview with Curtis Smith CFP®, a fee-only Financial Advisor,
to find out how a Roth IRA works and if it is right for you.
You can listen in at
RothIRA033010

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Do It Yourself Financial Plan Step 6 Retirement Planning

Retirement Planning is step 6 of 7 in your do it yourself financial plan. Everyone would like to retire early and retire rich. But what does that look like to you? Some people think of old folks in rocking chairs while some think of the freedom to do whatever they want. You need to have [...]

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College Education Costs Twice the Inflation Rate-Financial Aid Tips

The cost of an education will increase about twice of the general inflation rate.  Students are finding that their parents make too much money for some financial aid and not enough for others.
Listen to this half hour interview with Fred Amrein,  a fee-only NAPFA Financial Advisor with Amrein Financial who specializes in financial aid, college [...]

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Top Ten Money Skills Children Need by Age 18

Save
Keep track of money
get paid what you are worth
spend wisely
talk about money
live on a budget
invest
exercise an entrepreneurial spirit
handle credit
use money to change the world

Source: Raising Financially Fit Kids- Joline Godfrey

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Investing for Early Retirement- 7 Tips for Success

We can invest for our early retirement even in times like this where we are faced with economic uncertainty, collapse of real estate prices and turmoil in the finance services industry. To do so requires a disciplined, patient, unemotional approach to long term investing. Stick to these 7 secrets of investing for an early retirement:
1. Crises [...]

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Target Date Funds-Why Invest in Them?

I am not a big fan of target date funds. But my colleague, Roger Wohlner,  has done a great job of discussing them here:
Fidelity is one of the largest providers of 401(k) plans and like many fund company platforms it is common for their plan sponsor clients to offer several or all of [...]

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401K Today for Your Best Tomorrow

Make the most of what you have to make the most of your tomorrow. 
Your 401K contributions are your first investment dollars. Those dollars will grow more faster than any other investment because of the tax advantages that we discuss in detail here. Take advantage of the opportunity to contribute and put the [...]

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Maximum 401K Contribution

To find your 401k maximum contribution for 2010 and more see
401K Contribution Limits
To make the most of your 401K contributions, you need to know first how much you can contribute. Usually that is based on a vesting schedule. See your employer about when you “vest”.  401K contributions are also limited. You can contribute a certain [...]

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Secrets to Student Aid

Everyone is feeling the pressure from the recession – high oil prices, volatile financial markets, real estate foreclosures, etc.  But our students are also feeling the squeeze as they try to get into college. The cost of an education will increase about twice of the general inflation rate according to www.FinAid.org.  Students are finding that [...]

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