You’ve heard it over and over again as someone looking for good advice on growing wealth: Contribute to a Roth IRA now when you’re younger, because you’ll probably be in a higher tax bracket later!...
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Small Business Retirement Plans: Which is Right for You?
If you own your own small business, there’s no question about it: you’re a go-getter. You’re self-motivated and driven to do big things in your life. You probably don’t wait for anyone to give 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
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...
Preparing Properly: Use These 4 Ideas to Make Tax Time a Little Less Painful
Filing your taxes can every year be tough -- especially if you don’t spend any time thinking about it the rest of the year. Don’t worry, you’re not alone if you fall into that “I don’t think about...
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?
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!
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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