Search Results:

What Do I Do After I Max Out my 401(k)?

What Do I Do After I Max Out my 401(k)?

About 13% of plan participants max out their 401(k) each year. If you’re one of the 13% - congrats! Maxing out your 401(k) is an amazing accomplishment, and it can help to put you on the path to...

How to Become a Millionaire

How to Become a Millionaire

Do you dream of being a millionaire? Many entrepreneurs and hard-working career professionals have big money goals for themselves. The idea of becoming a millionaire is appealing - but the steps you...

How to Get Started With Investing

How to Get Started With Investing

Most people have probably heard this Chinese proverb: the best time to plant a tree was yesterday. The second best time is now. Investing is no different - the sooner you start, the better. But how...

Best Year-End Money Moves

Best Year-End Money Moves

Most Americans have one thing on their minds this time of year: how to make next year even better! Although we may take a moment to look back on the past 12 months and celebrate our big “wins”, it’s...

Is a Roth Conversion Right for You?

Is a Roth Conversion Right for You?

Wondering if you’re doing all you can to leverage the savings and investment tools at your disposal? If you currently contribute to a traditional IRA, a Roth conversion might be the next step to...

Mary Beth Storjohann, CFP® is an author, speaker, and financial coach who takes a fun, no-nonsense approach in working with individuals and couples across the country, helping them make smart choices with their money.

Follow me