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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...

How to Plan for (and Save on) Childcare Costs

How to Plan for (and Save on) Childcare Costs

If you’ve got kiddos, you don’t need me to tell you: childcare costs can seriously add up. And quick. I know you want the best for your children, and that can make it even harder to manage the...

Basic Investing Terms GenY Should Know: Part 2

Basic Investing Terms GenY Should Know: Part 2

If you were here last week, you already know that I’m aware of just how confusing the financial world can be. The fancy lingo, the 50-page reports and the constant chatter about “what the market is...

Taxes & Your Fiancé: What Changes after Marriage?

Taxes & Your Fiancé: What Changes after Marriage?

Did you know that whether you and your fiancé are married on January 1st of this year or December 31st, for tax filing purposes, you will be considered married for the whole year? That may be one of...

HSAs and FSAs and Healthcare Costs – Oh My!

HSAs and FSAs and Healthcare Costs – Oh My!

Open enrollment season is on the horizon. Do you know where your benefits are? For 2014, healthcare premiums are expected to increase by about 5% according to the 15th annual Employer Health...

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.

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