Roth IRA

Keeping Tabs on Retirement (without Stressing Out!)

Stressing over finances can take a toll any family, so automating our finances is both a way to reduce needless noise and build our net worth. As working parents, we would honestly rather do other things than looking over everything continually. Creating a financial system that basically takes care of the essentials allows us to  […]

Best Retirement Tools for Couples

Retirement can seem intimidating to some couples as the choices seem vast. Today I want to review some retirement tools you can use to build your portfolio and I’ll interview Doug Nord, a successful retiree, on how he create a plan that worked for him. This post is designed to get you off just planning […]

Playing Catch-Up on Retirement Savings

One of my favorite things about being a personal finance blogger is getting to discover and read some great books. This week I want to share some wonderful stories and experiences I read from Clark Howard’s new book, Living Large for the Long Haul. In it he shares the stories of over 50 different people […]

Rolling Over My Retirement Accounts Into Vanguard

Whether you two are new to investing or you’re looking to optimize your current investment plans, I hope this week’s articles help both of you build your family’s net worth.  Like I mentioned Monday, we’re getting our retirement system optimized and that included opening a retirement account in 20 minutes with Betterment. It was easy to […]

How to Set Up Your Retirement Accounts in About 20 Minutes

Setting up your retirement accounts doesn’t have to be complicated. Learn how you can quickly open up an IRA in about 20 minutes! Retirement can seem intimidating to some as they are planning their investments. With so many options out there with different brokerages and different investment vehicles, it can be easy to feel overwhelmed. […]

How Much Do We Need to Retire?

When we did our taxes a couple years back, we were advised to contribute more to retirement. She explained to us that it could lower our taxable income and set aside our money for retirement. We’ve taken her advice and have been contributing towards our retirement. Figuring Out How Much We Need to Retire The […]

Asset Allocation and Your Age – What You Need to Know

Want to set up your retirement accounts, but don’t know where to start? One of the most effective ways to reach your goals is make sure your accounts are properly allocated. What’s Asset Allocation? The main idea behind proper asset allocation is maximizing your portfolio’s return while minimizing your risk. While maximizing returns seems clear, […]

Asset Allocation – Deciding for My IRA

As I’ve noted with our latest net worth update, my husband has his 401(k)contributions automatically deposited to receive his company’s match and I have a Roth IRA that I’m contributing towards. The year is winding down and we’re checking our finances to make sure we’re sticking with our goals. I’ve been working on and adjusting my IRA’s asset […]