by Jasmin | Jul 27, 2018 | Basics of Investing, Distribution, Inflation, Pensions, Retirement & Investing, Savings, Trending Topics
Top 10 Questions to Ask a Potential Financial Advisor Seeing a financial advisor can be anxiety-inducing. What should you ask? Who should you trust? Use the following guide for the top 10 questions to ask a potential advisor. Peace of mind and great financial help are...
by Nicole Frankowski | Jan 24, 2018 | Budgeting, Retirement & Investing, Savings, Savings
I focus so much on financial triage, that sometimes I forget to share the basics of saving and investing. Today I want to show you exactly how you should save money for the short-term, mid-term, and the long-term. So here is the Step by Step instructions on how to...
by Nicole Frankowski | Jan 23, 2018 | Basics of Investing, Health Savings Account (HSA), Retirement & Investing, Savings, Trending Topics
Dear Pete, I think I’m ready to retire. I’m 55 and my wife is 55 too. Based on my age and time on the job, I’m able to retire with a pension this May. My pension is about $2,500/month less than what I make now, but we may be able to make it work if we cut back...
by Nicole Frankowski | Nov 30, 2017 | Basics of Investing, Retirement & Investing, Savings
Dear Pete, My employer doesn’t match my 401k contributions. Is it still worth putting any money into the plan? I can’t imagine the plan is any good, if they don’t have a match. -Barry The match is an incentive to contribute. Have one? Great. Don’t have one? Oh well....
by Nicole Frankowski | Nov 30, 2017 | Basics of Investing, Budgeting, Retirement & Investing, Savings, Savings
I’m making a giant assumption here. I’m assuming you are contributing, or working toward contributing, $18,000 of your income per year to your long-term financial goals. And by long term financial goals, I mean retirement. And by retirement I mean post 59 1/2 years...
by Nicole Frankowski | Nov 30, 2017 | Basics of Investing, Retirement & Investing, Savings
If you have only 10 years left before you retire, and you have only half of what you need, don’t worry, you still might be OK. I met a 55-year-old couple the other day who wanted to retire at age 65. Let’s call them Stan and Tasha. In order to generate the income they...
