Article Archives

Read articles past and present to help you dream big!

It Only Takes an Hour

June 19, 2015 - Vetta - 0 comments

One of the most challenging steps in any process is getting started. Preparing for retirement is no different. In order to have a financially fit retirement, you must take some time to “dream big” about your retirement goals, create a retirement spending plan, and determine... Continue reading »

Understanding Retirement Savings Options: SEP-IRAs

May 29, 2015 - Mark D. - 0 comments

There are many available options to save for retirement and they can be overwhelming. One option is a Simplified Employee Pension Individual Retirement Arrangement (SEP-IRA). See SEP IRAs: A Retirement Savings Option as You Begin a New Career for more about how this savings... Continue reading »

SEP IRAs: A Retirement Savings Option as You Begin a New Career

May 29, 2015 - Mark D. - 0 comments

After a long career in public service, you see change on the horizon. Some would call it retirement, but not you. You've worked hard to get where you are, and you are confident the skill set you have is in great demand. Or, perhaps, being your own boss is something you've... Continue reading »

Be My Guest: Cutting the Big Stuff in Your Budget

May 26, 2015 - Christie C - 0 comments

A lot of financial advice you see these days pertains to what some people call “the latte factor.” The idea is that if you cut back on the little things you can live without — a daily $4 latte is the usual example — you can save a surprising amount of money without feeling too... Continue reading »

When Does an IRA Make Sense?

May 4, 2015 - Laura - 0 comments

Many workers have a retirement savings account through their employer’s 401 or 457 plan. But does it make sense to also have an IRA? If so, when should you start saving in one? And, which one is the right one for you?   You can contribute up to $5,500 ($6,500 if... Continue reading »

Bye Bye, Cable

April 13, 2015 - Christen - 0 comments

At the beginning of the year, my husband and I decided that we wanted to make a few changes. The biggest change is one that will save us over $200 each month: getting rid of cable.   I have to admit, at first it was a little scary to think about going without the hundreds... Continue reading »

Financial Lessons for My Younger Self … and Others Like Me

March 30, 2015 - Randy W. - 0 comments

Self-reflection is a powerful thing. I sometimes reminisce on my early years with bemusement, particularly with regard to my financial decisions. I certainly don’t know it all now, but I have learned a hard lesson or two over the years. If I could go back in time, here is some... Continue reading »

The Perils of “Mall Walking”

March 23, 2015 - Christie C - 0 comments

For those of us who don’t live where there are mostly sunny skies and warm temperatures, it can be tough to stick to fitness-related New Year’s resolutions during the grueling winter months — especially times like now, when snow and ice has pelted the East Coast, and all the... Continue reading »