The Money Mentor

Return to Blog Roll

Posts in Savings & Retirement

1/20/15  Savings & Retirement
Saving for retirement in your 20s

Part 1 in a five-part series on saving for retirement at any age. Learn how compounding interest and more years of growth can benefit those who start their retirement savings in their 20s. 

Read Full Article
1/14/15  Savings & Retirement
Emergency funds 101

One of the most common pieces of advice from personal finance experts is that everyone should have an emergency fund. But why is an emergency fund so important and how much money do you need to have in it?

Read Full Article
1/6/15  Savings & Retirement
How to calculate your net worth

Learn how to calculate your net worth, including a list of assets and liabilities to include and some of the most commonly overlooked assets that people tend to forget about when they are listing their assets.

Read Full Article
12/29/14  Savings & Retirement
Don’t get zapped by the new IRA rollover rule

Effective January 1, 2015, you can only make one tax-free rollover per 365 days between your IRA accounts, regardless of how many IRAs you own. You can still make unlimited transfers between IRAs without tax consequences. Learn the difference between an IRA rollover and an IRA transfer and exceptions to the new rollover rule.

Read Full Article
11/20/14  Savings & RetirementSmart Spending Tips
Five common retirement planning blunders – and how to avoid them

The time to plan or fine-tune your plan to ensure a comfortable retirement is now. Learn about five of the most common mistakes people make when planning for their retirements. 

Read Full Article
11/19/14  Savings & Retirement
IRA Basics

Learn the basics of Individual Retirement Accounts.

Read Full Article