Tough Love for a College Graduate

Tough Love for a College Graduate: Confessions of a Mother and a Financial Planner I came across a question posed by a business reporter, “Should parents of a recent college graduate help pay back the student loan instead of retirement savings?” Of course the answer is a resounding “no” since saving for retirement is the … Read more Tough Love for a College Graduate

To Roth or not to Roth…A Case for Roth

Pink or blue. Right or left. An apple or orange make an array of decisions daily: some are simple and inconsequential while others could have more impact in later times. Somewhere in the upper side on that scale lies a decision about a Roth account as a retirement savings choice. The question of Roth has … Read more To Roth or not to Roth…A Case for Roth

Where Does Your Money Go? (WSJ)

Quoted in “Don’t Know Where Your Money Goes? That’s a Problem” – WSJ I contributed to an article by a WSJ reporter about the importance of budgeting: you can read her full article here. http://www.wsj.com/articles/dont-know-where-your-money-goes-thats-a-problem-1461835800?mg=id-wsj The most fundamental element in personal finance is budgeting or cash flow management. As the saying goes “All roads lead to … Read more Where Does Your Money Go? (WSJ)