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Wealth Management 101 

Latest From My Personal Finance Blog

What's an IRA? Do I Need One?

Around this time of year, we get at least one or two incoming phone calls from people wishing to set up and fund IRA accounts right before the tax filing deadline, because their CPA told them they needed one for tax reasons. In the spirit of the season (and with the hope that you won’t wait until 24 hours before the deadline to act), I’m going to outline the whats, whys, and hows of IRAs.

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Want To Be Wealthy? Then Plan On It

Add this to the long list of things I hear that drive me crazy: “Financial Planning is just for rich people.” Let me say it louder for the people in the back: In general, you don’t become rich (or wealthy) without planning to do so. I understand that you may be skeptical, so please allow me to break down my passionate argument for the value of Financial Planning in your long march toward wealth.

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What Is Financial Fitness?

The New Year often brings thoughts of getting back in shape — getting fit. Yes, I know that usually means physically…but why not financially? Thing is, few of us know what it really means to be financially fit. And even fewer of us know how to get there. This article will cover the five key elements of financial fitness and how to achieve them.

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Building Wealth With an HSA

Open enrollment season for employer benefits is upon us, and once again we are all being asked to make a big batch of decisions that will impact our welfare in the coming year (and our long-term prospects as well). As you gaze into your crystal ball and try to predict your needs over the next 12 months, allow me to put a bug in your ear about a little-known but highly valuable wealth-building tool that you may want to include in your upcoming benefit elections.

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Understanding Credit: Your Score vs. Your Report

Credit: Most of us will need it at some point, but few of us really understand how it works. In fact, we may get our initial rude awaking when trying to make our first-ever big, meaningful purchase. If you have large financial goals like buying a home, buying a car, or financing a business startup, credit may play a key role in realizing those goals. Now is the time to educate yourself so you can be ready when the time comes.

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