Notes from Suze Orman
As I mentioned in my recap of the Massachusetts Conference for Women, I was going to go into further detail about what Suze Orman said in her keynote speech. I figured that, what with it being pretty...
View ArticlePaying attention to my retirement accounts
In the past few days, I’ve paid attention to my retirement accounts. Not sure what came over me, but I’d been debating making some changes, weighing short-term financial plans vs. retirement plans....
View ArticleShould everyone contribute to a Roth IRA?
The short answer? No. It’s not perfect for everyone. And actually, not everyone is eligible for it. Roth IRAs are the Big Thing these days for younger people looking to save for retirement. We’re...
View ArticleWould you pay for someone to manage your portfolio?
The other day I got an envelope in the mail. It was an offer (through my 401(k)) to sign up with a retirement advice company. My employer signed up through them to offer a retirement portfolio...
View ArticleOpening an IRA: No Excuses
When I was younger and didn’t feel like doing the dishes, I’d make excuses. The top excuse usually was “I don’t know how to do it!” Of course we know that’s a ridiculous lie. And I’d still have to...
View ArticleConverting my IRA to a Roth IRA
Back when I was laid off from my old job in 2008, I took the money that was in my 401(k) and rolled it over into an IRA. And since 2008, I’ve had my Rollover IRA just sort of sitting there. I started...
View ArticleWas my Traditional to Roth IRA conversion a mistake?
Remember last year when I went through all the reasons I was going to convert my rollover IRA (from an old 401(k)) into my Roth IRA? I had plenty of good reasons. It wasn’t going to be that much...
View ArticleA Graduate’s Guide to Being a Grownup: Retirement Plans
This is the first in my “Graduate’s Guide to Being a Grownup” series. I’m hoping to give some introductions as well as in-depth information to help newly minted graduates (and really, anyone who has...
View ArticleWhere should you open your IRA account?
This blog post is more of a survey for my readers and a reminder (to open/fund their IRA) than advice. But I hope everyone who comments has some great insight! Here’s the deal. I’ve been obsessed...
View ArticlePaying someone to manage my finances
I know what you’re thinking: Stephanie is wasting her money! Doesn’t she know you just put everything in low cost index funds and call it a day? Well, here’s what I’m doing, and why. Remember years ago...
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