Money Matters Articles

Millennials are bogged down by massive student debt and confiscatory housing prices

Millennials are a critical group in terms of where the economy goes in the next few years.  The economy largely relies on younger people to spend and purchase consumption items.  Think of a young couple buying their first home.  That in itself is a big purchase.  Then...
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Securing an Early Retirement: The Blogosphere’s 7 Best Lessons

You can retire safely when you have 25x your annual expenses invested in income generating assets At a time when many struggle to save enough for a comfortable retirement, there are a few people who can not only retire comfortably but can do so earlier than the...
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Look Out! Retirement Mistakes are Easy to Make 

As a Certified Financial Planner for Personal Capital, I see too many people who focus on their present financial situation or the few years that lie just ahead. They don’t “look out” to what seems like the far horizon of retirement. Source: Look Out! Retirement...
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Retirement Lessons Learned From Botching Savings Early In My Career 

At every career stage, it's all too easy to get caught up in the excitement of new money and forget about re-evaluating your retirement plan. As we start, grow, and end our careers, our focus shifts toward different goals. Unfortunately, during many career stages,...
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