Money tips: Understanding return on investment (ROI)Understanding ROI could help you answer questions like: Is refinancing your mortgage worth the cost?
Money tips: Uncomfortable questions for a financial plannerThere are some questions for a financial planner that you might have been avoiding.
Money Monday financial tips: Group disability insuranceHere's what you need to know about group disability insurance.
Money Monday financial tips: The difference between a business and hobbyDo you know what the financial difference is between a business and a hobby?
Money Monday: 'The Dirty Dozen' IRS scamsFor more information: https://www.irs.gov/newsroom/irs-unveils-dirty-dozen-list-of-tax-scams-for-2020-americans-urged-to-be-vigilant-to-these-threats-during-the-pandemic-and-its-aftermath
Money Monday: How to save $200 a monthHere's a short list of specific things you can do to save money each month. To read more about this, go here: https://www.thedollarstretcher.com/money-problems/ways-to-save-200-a-month/
Money Monday: AnnuitiesHere’s a look at what the contract between you and the insurance company means.
Money Monday: A one-stop shop for free personal financeHere's a look at how this free tool can help you with your personal finances.
Financial help: Recession-proof your money with lessons learned from COVID-19The American Institute Of CPS’s is offering financial advice for troubled times.
Money Monday: Managing your finances during the COVID-19 crisisMoney Monday: Managing your finances during the COVID-19 crisis
What you need to know about investing philosophy“Investors should remember that excitement and expenses are their enemies. And, if they insist on trying to time their participation in equities, they should try to be fearful when others are greedy and greedy when others are fearful.”
How a pre-retirement checklist can help you prepareA pre-retirement checklist can help you through this big life change.
Asset allocation: What you need to knowIf you were all in on stocks, then you’ve lost at least 30% if you didn’t pull out already.
How defensive stocks workIf you’re still looking to invest amid the current craziness of the stock market right now, defensive stocks might be a strong option to consider.
Why you should start a 529 plan for your kidIf you want to keep educating your kids, a 529 plan is a fantastic option.
Fixed income: What is this alternative to stocks?You’re typically paid an interest rate semi-annually or quarterly. Most of them are taxable or you can go tax free.
What are ‘Treasury Inflation-Protected Securities,' a.k.a. ‘TIPS?’Another great investment for fixed income are Treasury Inflation-Protected Securities.
Treasury STRIPS may be right for you, safe investment that doesn’t pay interestIf you're looking for a fixed-income investments, Treasury STRIPS are something you should consider.
Important links to help you understand Required Minimum Distributions (RMDs)Here are some helpful (and important) links to help you understand what the IRS calls Required Minimum Distributions (RMDs).
Money Monday: Helping yourself in the New YearMoney Monday: Rod Meloni has tips on helping yourself in the New Year
Money Monday: New phone scam warningPhone scammers are targeting seniors, threatening to shut off their gas or power unless paid, often demanding payments in gift cards or Bitcoin.
