“May I Introduce You To Mr. Roth?”

Posted by on Aug 5, 2013 in General | 0 comments

“May I Introduce You To Mr. Roth?” Congress officially sanctioned Mr. Roth to assist savers way back in 1997. He was named after a real Mr. Roth, Senator Bill Roth, a Republican from Delaware. Since then, thousands of savers have taken advantage of his many talents in supporting their goals.   The first thing to […]

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Rules For a Financially-Happy Marriage (Part 2 of 2)

Posted by on Jun 1, 2013 in General | 0 comments

So let’s dive right in, shall we? First, look carefully at your company‘s benefits plan. Disability insurance is probably the most neglected insurance. Consider signing up through a work plan. More employers are implementing flexible savings accounts, which allow you to pay for various medical and other specific types of expenses with pretax dollars. They […]

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Different Seasons, Different Savings

Posted by on Aug 26, 2012 in General | 0 comments

Back in 1985, Franco Modigliani won the Nobel Prize for Economics by observing (from his perch at MIT) the simple technique that squirrels know intuitively from birth. You have to squirrel away some nuts during times of plenty so you can survive during times of scarcity. In doing so, Prof. Modigliani looked at the income […]

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