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As you know, this year is a magical year for the Roth IRA retirement account. It is possible to convert your traditional IRA into a Roth IRA, no matter your income. However, before you jump on the Roth IRA conversion wagon, there are a few things you should consider. Here are 6 things to know about the 2010 Roth IRA conversion.

Now that the year is solidly under way, and you might be slowing down in terms of financial resolutions, consider these 5 items that can keep you fiscally fit in February.

We have a complex tax code that can be quite confusing. Trying to tote up credits and deductions, and working on getting an advantage, can be time consuming work. It is not surprising, therefore, that a number of assumptions about tax filing turn out to be incorrect. And, while some filing assumptions (such as the [...]

According to a study done by a psychology professor at the University of Scranton, John Norcross, people who make New Year’s resolutions are 10 times more likely to accomplish the changes they want than those who don’t formally resolve. So even though only one in five people manage to keep their New Year’s resolutions, those who at least make them are on the right track to eventually accomplish lasting changes.

During the holiday season, we spend a lot of time looking for ways to spend money. Rarely do we think of savings during this Season of Giving. Don’t wait to till the New Year to start thinking of a savings resolution. Make an effort now, during the holidays, to save for your future.

There are many things to spend money on during the holidays, from entertaining to gift buying to holiday tips. Many people realize that holiday tipping is an important ritual when you receive regular services throughout the year. However, you may have had to cut back on the amount of services you have received recently, and [...]

I recently interviewed Craig Israelsen, a Personal and Family professor at Brigham Young University, and one of the authors of Your Nest Egg Game Plan: How to Get Your Finances Back on Track and Create a Lifetime Income Stream [Buy at Amazon]. One of the questions I asked him was this: In your experience, what [...]

When we are young, we often hear about how we need to work hard to reach our potential. We may also hear some bright, young professional referred as someone with great potential. But how often do we think about our wealth potential. We all have the ability to reach our dreams and achieve financial freedom. [...]

One of the interesting things about managing your assets is the fact that you have to manage them. Analyzing your wealth management infrastructure is an important part of making sure things are on the right track. Last week, I spoke with Stuart Lucas, a wealth management expert. He runs a wealth management program at the [...]

Marriage is one of those Big Commitments that requires a great deal of thought. To be perfectly honest, I have to admit that my husband and I did not have a long courtship. We met, became engaged three weeks later and married two months after that. It took two years of marriage for me to [...]