personal planning

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Matt’s Monthly Money Must Do’s | January 2018

By |2017-12-27T20:48:35+00:00December 15th, 2017|Categories: Personal Planning|Tags: , , , , , |

January is often the coldest month of the year in the Northern Hemisphere.  In fact, in January 2017 there was a European cold wave that hit a lot of Eastern and Central Europe.  Greece was blanketed in unusually heavy snowfall.   Santorini, which typically has Mediterranean weather, was covered in snow causing transportation delays. This is great [...]

Matt’s Monthly Money Must Do’s | November 2017

By |2017-10-19T15:46:54+00:00October 19th, 2017|Categories: Personal Planning|Tags: , , , , , |

November is a big birthday month in my family.  My two sisters and father have birthdays in November.  So not only do I have to worry about their birthday gifts, but I also must start addressing Christmas shopping!  November is always an absentmindedly expensive month for me, and then you add some additional expenses like gifts. [...]

How to get your 401(k) ready for retirement: Retiring in 5 years or less? 9 investing tips

By |2017-04-18T20:53:59+00:00December 20th, 2012|Categories: Press Room|Tags: , , , , , , , , , , , , , , |

reposted from MarketWatch.comby: Andrea CoombesDecember 19, 2012 If your retirement date is just a few years away, it’s time to start fine-tuning your 401(k) and your overall savings strategy. Retirement experts offered these nine tips for savers who are nearing retirement. 1. Stash some savings outside of retirement accounts Many savers keep all of their retirement [...]