The June newsletter is now available with an investment market update and some historical perspective on stock market returns over time to put recent volatility into perspective. It also include a how-to on deciding if you should pay off your mortgage and an invitation to the upcoming budgeting … [Read more...]
Quoted by Jean Chatzky on Self-Employed Retirement Plans
I was recently quoted by Jean Chatzky on AOL's DailyFinance.com on how the self-employed can save for retirement. While self-employed individuals do have to save more to make up for both their contributions and the employers, there are lots of great options available. Your choice of a Simple IRA, … [Read more...]
Four Rules for Asset Allocation
As a special guest blog post, the Motley Fool staff has provided the following article on asset allocation. It's an excellent summary of some of the most important concepts of investing and asset allocation, and is definitely worth the read. Enjoy! By The Motley Fool When it comes to asset … [Read more...]
Should you pay off the mortgage?
One of the best financially freeing moments in life is the day you compare your savings and mortgage principal balances and realize that you could pay off your mortgage if you wanted to. If you’re at that point, congratulations! If you’re not there yet, keep saving; it can come sooner than you … [Read more...]
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