How Should I Invest After I Retire?

“How should I invest after I retire?” People ask me this all the time. In fact here’s an email I received not long ago from “RM”: “When I retire later this year should I keep my 457b funds in a fixed account currently earning 3.5% or move them to Vanguard which I currently have an [...]

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How Much Risk Should You Take Now?

How much risk should you take with your investments? How you answer this question will have a tremendous impact on your short-term and long-term financial situation. Keep in mind that even though you have long and short -term financial needs, you also have emotional wants and needs too. If you do not find a balance [...]

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How to Find Investors For Your Business

One of the biggest hurdles for a business owner is how to find investors for his or her business. This is especially true if you are in the early stages of being in business for yourself. It often seems no one wants to take a chance on a new venture. But there are sources for [...]

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How To Organize Your Financial Records

Your financial records can be the key to your peace of mind.  Unfortunately for most people, those documents are a great source of anxiety and frustration.  But that’s all about to end right now. You deserve to not worry about your finances. One important way to have peace of mind when it comes to money [...]

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How to Use Home Swapping To Save Money on Vacations

home swapping

Would you allow a stranger to stay in your home – when you aren’t there?  That’s home swapping and when I first heard about the idea I cringed.  Maybe you do too. But the truth is that in the golden age of frugality, home swapping for vacations can be a smart idea. This is especially [...]

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