What’s the first thing you should do when you get a salary increase (besides high-five your cube mate)? Head to your HR office or up your retirement contribution online. Here’s…
Author archives: Melissa Brock
Getting Married? Here’s How to Merge Your Complex Assets
Have you talked with your partner about big financial assets, like property and large stock portfolios? Here’s what you need to do before you say “I do.”
Burning Mortgage Question: Should You Retire, Then Pay Off Your Mortgage?
What to do with that mortgage? Many soon-to-be retirees wonder whether they should pay it off, but what about current retirees? Here’s how you can make that determination.
How to Get a Fresh Look at Your Finances: Because “That’s the Way I’ve Always Done It” is a Silent Killer
Business owners shun the words, “Because we’ve always done it that way,” and investors should, too. Here’s why.
Getting a Raise Doesn’t Guarantee Your Long-Term Financial Success. Here’s Why and How You Can Fix It
Can’t wait for the good news at year end about your raise or promotion? Think it’ll solve all your financial problems? Well, maybe not.
Retirement Savers, What’s Holding You Back from Saving All You Can?
Why can’t you max out your 401(k) or other retirement plan? Maybe you really can and you have no idea. Let’s take a look at a few common excuses and…
Got Only Long-Term Investments on the Brain? Hold up. Here’s Why You Should Plan for Short-Term Investments as Well
If you’re a planner, you may worry more about your long-term investments than your short-term investments. Here’s why you need to consider short-term investments, too.
If You Don’t Watch Out, These 3 Tax Issues Could Blow Up Your Retirement
Worried about how taxes will decimate your nest egg? Yep, it can blow it to smithereens. Take a few tips from this piece and apply them to your situation.
Have a Plan for Your Year-End Bonus? It’s a Good Idea to Plan Now
Your bonus is coming! Why not have a plan for it way in advance — in October? If you make a plan for that money ahead of time, you might…
Received Extra Cash? Should You Invest or Pay Off Debt?
Have you come into some money and now face the eternal conundrum: Pay off debt or invest? That’s a tough one, but you do have options.