Category: Retirement & Investing

IRAs in general, and the Roth IRA in particular, is a vast subject and many books have been written on it. With these recent posts, I am trying to simplify this complicated issue and...

As promised in my earlier post, we are going to look at the rules that govern the Roth IRA today. I had read this article some time back and the following text really stuck...

Have you ever asked yourself the following questions: What is a Roth IRA? How does a Roth IRA work? What are the Roth IRA rules? If so you need to stay tuned, as over...

When 2007 started, we had defined two financial goals for our family. The first goal was to reduce our non-mortgage debt by 100% and the second goal was to increase our net worth by...

As a means of tracking my progress towards my 2007 goals, I am going to be running this as an on-going series of posts. As a bit of background, here are the opening posts...

As a means of tracking my progress towards my 2007 goals, I am going to be running this as an on-going series of posts. As a bit of background, here are the opening posts...

The other day I had an opportunity to have a conversation with a gentleman that had worked for a well-known company and suffered a substantial loss in his 401k, resulting in a much more...

As a means of tracking my progress towards my 2007 goals, I am going to be running this as an on-going series of posts. As a bit of background, here are the opening posts...

Mark Andersen from Financingyourfamily.com is a banking professional who loves what he does and shares his insight into a little-known banking strategy. A common situation that befalls the members I work with goes like...