Roth IRA: Don’t forget to open or make a deposit to a Roth IRA account before the April 17 deadline. if you are looking for tax-free growth, then it’s hard to beat the Roth IRA. Kiplinger’s Erin Burt tells us more about Roth IRAs.
The 5 biggest Financial Retirement Mistakes: Alan Haft, a well-known Certified Senior Advisor, offers 5 retirement mistakes including underestimating life expectancy, thinking it’s too late to start planning, miscalculating savings needs, not taking into account inflation, and putting other financial goals first.
Making Money during your Retirement Years: …

With the first Wave of Baby Boomers Approaching 60 what are the next Steps to Managing Their SavingsAs more and more baby boomers approach retirement, there is plenty of advice available on how to save for it but not much about what to do once you get there. This lack of information has left many future retirees confused. after years of saving, they are now faced with the challenges of planning, monitoring and managing their financial situation. In addition, they are also looking for ways to maximize savings for their …

Roth IRA: Don’t forget to open or make a deposit to a Roth IRA account before the April 17 deadline. if you are looking for tax-free growth, then it’s hard to beat the Roth IRA. Kiplinger’s Erin Burt tells us more about Roth IRAs.
The 5 Biggest Financial Retirement Mistakes: Alan Haft, a well-known Certified Senior Advisor, offers 5 retirement mistakes including underestimating life expectancy, thinking it’s too late to start planning, miscalculating savings needs, not taking into account inflation, and putting other financial goals first.
Making Money During your Retirement Years: …

It is December and many household CFOs like me are crunching the numbers and make annual plans. At PFBlog, this will be the fifth time I set annual financial goals publicly (see my goals for 2004, 2005, 2006 and 2007). This year, let me do something different by inviting you, valued PFBlog readers, to join the process, and reward you for participation.
Here is how you can be involved. I have created an Excel-based model (snapshot below) that put all key drivers of our household finance to play. You just need …

Roth IRA: Don’t forget to open or make a deposit to a Roth IRA account before the April 17 deadline. If you are looking for tax-free growth, then it’s hard to beat the Roth IRA. Kiplinger’s Erin Burt tells us more about Roth IRAs.
The 5 Biggest Financial Retirement Mistakes: Alan Haft, a well-known Certified Senior Advisor, offers 5 retirement mistakes including underestimating life expectancy, thinking it’s too late to start planning, miscalculating savings needs, not taking into account inflation, and putting other financial goals first.
Making Money During your Retirement Years: …

What is the hardest part of money management? You are working and earning money, a well deserved income. You want to ensure that your money is managed properly so your efforts do not go to waste. You know that you have to put some efforts into managing your money that will involve financial planning, saving money, investing money or building wealth, budget planning, paying off debts, etc. You cannot achieve your financial goals by avoiding all these things.
Financial planning
Generally, financial planning is deciding what you do with your money and …

Do you have debt that is bogging you down and keeping you from reaching your financial goals? using credit and debt can be a powerful tool that allows you to buy a home, a vehicle, send children to college, and even provide leverage for other purchases, but when you accumulate too much debt, it can pose a serious problem.
Debt Warning Signs

Certified financial planner Wes Moss provides personal finance advice and accessible investment strategies. his guest post appears here weekly.
The end of the year is a natural time for reflection, to look back at the past 12 months and assess our performance and progress in every aspect of life. I spend a great deal of time trying to figure out what financial strategies were most effective in helping our clients move toward their financial goals.
Guess what? I come up with many of the same answers every December! and that’s a good …

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Is there really a need to hire a financial adviser? what does an adviser do? Is it worthy to get an adviser? these are some questions an investor might have in mind.
Most of these investors often face the challenge of not being able to handle their very own investments. This may be brought about by lack of patience, understanding or even the self-discipline to administer their financial portfolio.
Given these issues faced by a typical investor, thus a need to hire an adviser arises.
Selecting the right financial adviser is …

A financial adviser can offer valuable strategies and guidance to help you grow your savings and meet your financial goals and dreams. It’s important to select a qualified individual who is also a good match – personally and professionally.
Here are some tips for finding the right person to help you plan for your financial future:
ask for a preliminary meeting.
Your first meeting should be complimentary and without any obligation on your part. Be wary if you are pressured to write a check or make any decisions …