Tag Archives: money management

Double-Check Your Beneficiary

We may not like to think about it, but (spoiler alert) we won’t be here forever. And if you can’t remember who you chose as the beneficiary on your financial accounts (think: your 401(k) and your Roth (IRA), now’s a … Continue reading →

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Money Reflections

What was your first experience with money? Describe it in detail. Did you have any positive or negative feelings towards it? What are some positive aspects of learning about money? How do your parents interact with money? How do your … Continue reading →

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Mortgage or IRA?

Q. Does it make sense to pay off my mortgage with money from my traditional IRA? Should I? — M.B., Bixby, Oklahoma A. Think the decision through carefully. If you’re younger than 59 1/2, withdrawals from a traditional IRA will … Continue reading →

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Start Out with the Smaller Banks

You tend to get your first loan wherever you can. A lot of the time, that’s a bank that lends nationally, especially with franchises. But the real bank you want to use for your operations from that point forward is an entirely different … Continue reading →

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Word of the Day

Kind Washing : it’s when an organization spends more time and money on marketing itself as a empathetic then it does on minimizing practices the alienate or take advantage of employees and consumers. And in a strange way, the word … Continue reading →

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