Posts tagged as:

Moms Making a Million

For Women: Life Insurance in the Right Amount

June 4, 2010

Over the last couple of shows on MomsMakingaMillion, we have been discussing ways to close the investment gap that women have with men. On this Friday’s show (06.04.10), we are going to look at another gap that has persisted to exist even as women have become more financially savvy and have generated an increasing amount [...]

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MomsMakingaMillion: Small Business Retirement Plans and the SEP-IRA

February 4, 2010

In part two of a three part discussion on small business retirement plans, we look at the SEP-IRA on MomsMakingaMillion radio. Kat: Last week you told all of us about the solo 401(k).  You drove home the importance of a salary as a business expense and because you do this, it made you eligible for [...]

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The Solo 401(k)

January 27, 2010

On Friday, I will be discussing the solo 401(k) with MomsMakingaMillion hosts Gina and Kat.  Gina has been curious about how someone who has not had access to a 401(k) at their place of employment can invest for retirement.  This is the first of a three part series on the topic. Kat: If the entrepreneurial [...]

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401(k) Rollover: The First Steps

January 21, 2010

I appear every Friday with Gina Robison-Billups and Kat Bellucci on a broadcast designed to help working moms create the assets and wealth they need to be successful and secure. This week on MomsMakingaMillion, on 01.22.10, we discuss the first in a segment on what to do with that 401(k) if you have left a [...]

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Your Company’s Stock as a Matching Contribution

January 12, 2010

Last week on MomsMakingaMillion, one of the the hosts, Gina Robison-Billups grabbed hold of one of the tips about how your 401(k) plan is structured: don’t own too much of your company’s stock in your retirement plan.  This is not a new problem for investors in these sorts of defined contribution plans. And even though [...]

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Your 401k: Knowing Too Much?

January 5, 2010

In a weekly segment for MomsMakingaMillion with Gina Robison Bullips and Kat Bellucci, I am asked five questions.  This week’s topic, to air on 01.08.10 tackles the subject of knowing too much about your 401(k)’s potential in your retirement days. I will be asked: Can too much information about your 401k be a bad thing? [...]

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Investing in 2010: So You Say You Want a Resolution

January 2, 2010

Here are five quick tips for mutual fund investing in 2010. Most of us look at the turn of a calendar year with the hope that the mistakes we made in the previous year will not be made in the new one.  This is noble and in many cases futile.  These attempts are usually too [...]

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Dividends Tell All

December 10, 2009

We have been discussing dividends on MomsMakingaMillion Radio for the last several weeks. In this segment, we discuss dividends in mutual funds. Could you recap briefly for our listeners what we have already discussed? Our discussion about dividends has offered a brief overview of what they are: profits paid back to the shareholder of record, [...]

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Dividends Can Make a Difference

November 16, 2009

This week on MomsMakingaMillion Talk Radio we are discussing the art of dividend investing. So what are dividends? When a company makes a profit there are basically three things that can be done. Some reinvest it, which is what newer companies or growth companies do. They take those profits and channel them back into the [...]

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Five 401k Questions

November 4, 2009

Five Questions for the Finance Guy As heard on MomsMakingaMillion radio with Gina Robison-Billups and Kathleen Bellucci “So you’re looking at your 401(k) and suppose its just average. Not too large and not too small. Can you pick too many funds?” Five would be about the optimum number to own. Because you have to begin [...]

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