Money Matters: Practical & Eco-Friendly Tips to Saving Money
Cary, NC — Here are some easy ways to protect the environment and improve your budget at the same time.
Money Matters: Distributions, Rollovers and Roth 401ks
Cary, NC — The Roth 401(k) incorporates features of both Roth IRAs and traditional 401(k) plans. This article looks at rules governing distributions and rollovers that are unique to Roth plans. Read more
Money Matters: Financial Planning for Women
Cary, NC — There are a few unique considerations for women in the financial planning world. Here’s a couple of them.
Money Matters: Managing a 401(k) When You Switch Jobs
Cary, NC — In the past, boomers and generation X-ers often held on to jobs for 10 or more years. Some professionals stayed with the same company for most of their working lives.
Money Matters: Preparing for Potential Unemployment
Cary, NC — If you’re facing unemployment or concerned about the possibility of upcoming layoffs, there are some small, proactive steps you can take now to help make this difficult time more manageable.
Money Matters: Brush Up on Your IRA Facts
Cary, NC — If you are opening an individual retirement account (IRA) for the first time or need a refresher course on the specifics of IRA ownership, here are some facts for your consideration.
Money Matters: Buying Your First Home
Cary, NC — Finding the right first home starts with a price range and a short list of desirable neighborhoods. But you may need to consider many other factors before investing in what may be your biggest asset.
Money Matters: Budgeting for a Baby
Cary, NC — Starting a family is truly one of life’s most fulfilling experiences. Unfortunately, it can also be among the most expensive.
Money Matters: Reducing Credit Card Debt
Cary, NC — If you are contributing to a staggering sum of outstanding credit card debt in America, you need to start digging your way out, and the sooner the better.
Money Matters: Achieving Your Goals
Cary, NC — In addition to saving for retirement, there may be several other major financial goals you’ll need to juggle in a lifetime.