I was recently quoted in a Jeff Wuorio article on Fidelity.com:  With the vast majority of couples making at least some financial decisions together, an identical money mindset can pose special issues. For instance, couples who are unduly conservative with their investments may inadvertently hurt their chances of reaching long-term financial goals, such as funding… [Continue Reading]

The benefit of micropayments isn’t just in dollars in cents. “The real value is the thought process that these contributions put you into,” he says. “It’s the idea that every small decision you make today is going to add up to something more valuable: college for your children.” – is what I told Erin Peterson,… [Continue Reading]

“Control your investment costs,” says Russell W. Dunkin, a certified financial planner and wealth advisor in Wheeling, West Virginia. “The last report I read implied the average mutual fund costs borne by investors was about 1.5%.” Many high quality, no-load funds come in around .5% or less. “As a 401k balance grows and more times… [Continue Reading]