Scam Artists

I have seen some really convincing scam emails lately.  I mean the type that get me wondering, “should I click on this button?”  Don’t I know better?  It makes me wonder how many people fall prey to these frauds.  CNBC reported earlier this year that “The most popular type of …

Myth-busting Indexing

I was recently listening to the podcast “Secrets of Wealthy Women,” hosted by the Wall Street Journal. One of the wealthy ladies being interviewed, a successful business owner, made a comment which stopped me cold. When asked about her investing philosophy, she replied nonchalantly, “Oh I don’t like risk, so I just …

Making Money Fun

Have you ever had a huge task in front of you that seemed so daunting it just made your stomach sink?  Oftentimes we approach our financial tasks with this sinking feeling.   It’s not fun, so we find ourselves behaving like small children who don’t want to clean up their bedrooms.  …

Should I Bother Claiming My Roth IRA Contributions on My Taxes?

It may seem like a waste of time, digging through your records, faithfully documenting your Roth IRA contributions when you file your tax return each year.  There’s no immediate tax benefit, so why bother? There are 3 compelling reasons to be diligent about this reporting, believe it or not.  Two …