Lisa Rabasca Roepe
Posts
Hidden Stashes: Keeping Money Secrets From a Loved One
People hide money for a variety of reasons, from nefarious to romantic. But financial experts say such secrets can erode a basic pillar of relationships:...
What to Do With an Inheritance
A sudden windfall while grieving can be an emotional minefield, particularly for younger adults. Experts share ways to handle it wisely.
Saving for Retirement on Part-Time Pay
Most part-time workers in America are women — leaving them with less access to retirement plans and less money to sock away.
Saving for a Down Payment and Retirement: What to Know
With mortgage rates and prices high, first-time home buyers find these competing goals aren’t always doable, at least at the same time. Here are points...
What’s Passive Income? It’s Not What Influencers Say It Is.
Misconceptions about passive income abound, namely that it’s easy to earn.
Millennials Want to Retire at 50. How to Afford It Is Another Matter.
Dreams of stopping work, or doing only fulfilling work, 15 years before their parents did are colliding with the realities of amassing enough money to...
Start-Up Equity Is a Great Retirement Plan, if You Can Pull It Off
Many employees of start-ups are attracted to the prospect of a big payout and an early retirement, but the strategy can require more luck than...
You Quit Your Job, but You Still Need a Retirement Plan
Millions of American workers said goodbye to their bosses last year. If you’re one, don’t lose sight of your savings and investment goals.