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We often don’t realize how many ordinary people have become extremely wealthy by being financially savvy. Here are some great examples of people with regular jobs who were able to give away a lot of money to help charities and other institutions.

This Secretary Amassed $8.2 Million. Here's How. @themotleyfool #stocks

Here are lots of people -- secretaries, teachers, janitors, and others -- who made millions. Learn how they did it, and how you might, too.


It’s the season for giving! Have you considered donating from an IRA. Donations from your Traditional IRA account will be non-taxable and can help you meet your RMD for the year. Ultimately helping you and your charity meet your financial obligations.

Can I Use Money from My IRA to Donate to Charity?

Yes, you can use money from your IRA to donate to qualified charities. Better yet, you can get a tax break by doing so if you follow IRS rules.


In the past the company you worked for felt they had a responsibility to their employees to help them save for retirement. Now, individuals are asked to save for their own retirement future. No One Will Save For You, But You! Pay Yourself First!

The IRS Just Made it Easier to Save for Retirement. Here's How to Take Advantage

It could save investors big-time in the long run.


As parents age is important to have conversations of how to best provide the care that is needed in their senior years. If adult care providers are part of your plan please review this article to make sure you’re making the best choices for your loved ones

How to Choose an Adult Daycare Provider

If you're choosing an adult daycare provider for the first time, or you've gone through to process before, here's what do consider.


Should You Do a Roth Conversion? A Roth IRA is one of the best vehicles for saving and living off your retirement income. If you started with a traditional IRA or 401(k) please contact me for advice on Roth conversions.

Should I Do a Roth Conversion?

This strategy has pros and cons. Here's why people early in retirement should give it a close look.


Opening a Roth IRA for kids can be a great way to help your children save money for the future. If you start young enough, even small savings can grow into millions, or tens of millions, of dollars in wealth.

Help your children grow wealth, tax-free.

Opening a Roth IRA for kids can be one of the best ways to help your children invest their money, saving cash tax-free to grow for decades.


They learn so fast and know how to navigate a iPhone or iPad better than you. So how do you teach them about money when everything is done on a card or online? Here is some great advice about teaching your kids the value of money in the digital world.

How to Teach Kids to Save and Manage Money In A Digital World - Fatherly

When one dad learned how difficult it is to teach kids the value of money in a world where purchases are made online and cash never changes hands, he ...


A useful strategy in managing your financial life during retirement is to build a retirement paycheck. Having a monthly income that covers your necessary and discretionary needs can relieve a great deal of stress in terms of of navigating your future.

Retirement success: focus on the paycheck, not a savings number

Steve Vernon is an expert on numbers - but please do not ask him for your “number” - that is, the amount you need to save to insure a succ...


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