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investing

What to Know About ROTH IRA Conversions

You’ve probably heard friends, family, or financial advisors talk about ROTH IRA conversion strategies. “Back door” conversions are always a hot topic at tax time, too. Ever wondered what it all means? Here’s a quick 5-minute overview from our friend and financial advisor, Michael Gluski of Ameriprise, on Roth IRA Conversions. (In a later blog post, […]

9 Ways to Make Your Own Financial Good Luck

Spoiler alert: Personal financial success has little to do with good luck! When friends found out my husband and I were retiring in our mid-fifties to pursue our dream of traveling and moving to a big city, many of them exclaimed, “You’re so lucky. I’ll never have enough money to retire”. The implication there was […]

8 Smart & Sexy Things to Do With Your Refund

Smart is sexy. So, how sexy are you? If you’re smart enough to spend your tax refund wisely and boost your financial status, then you’re pretty darn sexy! According to the IRS, the average 2014 tax refund was $3,034. So what are the smartest things to do with that sweet tax refund? Here are eight […]

What to do When the Stock Market Gets Crazy

This January has seen stock market volatility unlike any other January on record. Many investors are panicked, while many are calling it a simple stock market “correction.” Historically, January is a pretty healthy month for stock markets. With international forces and commodity fluxuations at work in the market, it’s easy to get into panic mode […]