From The Blog

Will the Deferred Income Annuity Save Your 401k?

If you have never heard of a deferred income annuity, get ready, because you’ll probably be hearing a lot about them in the near future. And honestly, you should want to! Deferred income annuities address a major weakness that is a part of current tax-deferred retirement plans, such as 401(k)s: what to do with your retirement plan […]

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The Simple Way to Find Out How Much Investing Risk You Can Stomach

Risk is everywhere. All I have to do is turn on the news to be reminded of that. I think it’s easy to go about our day-to-day lives and forget that bad things can happen – until suddenly they do. Speeding down the highway. Smoking cigarettes (or anything else). Driving after one too many drinks. All […]

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Grow Your Dough Throwdown – It’s Almost Done! (October Update)

The Grow Your Dough Throwdown is almost over (sigh). It’s been a fun challenge, and it’s been exciting to see how my different portfolios have held up. **You can check out the original announcement post here. And here is the March update, May update, and the Midyear update. What hasn’t been exciting is seeing the […]

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GF¢ 040: Everything You Need to Know About Your Credit (that you probably don’t)

Podcast: Play in new window | Download As a Certified Financial Planner, I know a lot about financial planning issues, but there’s one thing that I didn’t realize I didn’t know much about and that thing is credit. Several years ago, I went on a bold quest to find what my true credit score was and […]

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GF¢ 039: Reader Question: What is The Best Thing to Do With an Old 403(b)?

Podcast: Play in new window | Download Well, whether you need PROFESSIONAL professional help is up for debate, but when it comes to your finances, don’t rely on Google. You need someone who knows what they’re doing.   Consider this example: I am 45 years old with 3 young children.   My biggest concern is […]

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The Ultimate Roth IRA Conversion Guide – Everything You Need to Know

I love the Roth IRA.   If I could wrap them up and give them away as birthday gifts, I would probably do it. Scratch that.  I would definitely do it! As much as I love the Roth IRAs, you would think that I would be all about converting your traditional IRAs and old 401(k)s […]

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GF¢ 038: The 17 Worst Excuses For Not Saving For Retirement

Podcast: Play in new window | Download This post is part of the Retiree Next Door Movement, whose mission is to encourage people to stop procrastinating on planning their retirement. The movement is led by MoneyTips.com who are passionate about helping people retire comfortably.  They are so passionate about the topic that they they put together this […]

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