Posts in category "Retirement Planning"

Tips for Parents on How to Get Help Paying for College

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How much will you need to help your kid through college by the time they graduate high school?  During this summer, I've been asked quite frequently from friends and attendees to our workshops on how to plan for college, especially in tough times.  It prompted me to dig into my video archives for a segment I did on WGN Morning News of getting cash for college...

Last Minute Tax Tips and Business Mixer in Oakbrook

Bringing in some last minute tax tips w/Jeanne!
If you haven’t done so already, here’s some last minute tax tips I shared this morning on WCIU’s “You and Me This Morning Show” to help you file your income tax return before Tax Day on April 16th, 2012! 1. File an Extension if You Need More Time - Form 4868 Provides for 6-month extension... Read more »

How a Debt Crisis Affects Your Retirement

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Have you wondered how the government’s poor stewardship of our taxes may affect your future income and financial stability in retirement?  What about the European debt crisis affecting us here in the United States? As if times today weren’t hard enough, this issue affects both young, old and everyone in between.  All need to be... Read more »
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To Roth IRA or Not to Roth IRA

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Traditional IRAs and Roth IRAs are financial vehicles designed for retirement. If you’re not participating in a 401(k) plan at work, you may be enticed to contribute money towards an IRA because it comes with tax deductibility and tax credits based on how you file income taxes. Although the upfront benefits of an IRA are... Read more »

Establishing Your Financial Priorities - The Invested Life Season 2 Episode 4

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After a big loss in the Tech Bubble making Tom shy away from the stock market, I felt it best to introduce Tom to Gregory White, an Adjunct Professor at the Kellogg School of Management at Northwestern University. While Gregory takes notes, he helps Tom understand the concern he has for his family’s welfare in... Read more »

Winning the Money Game - The Invested Life Season 2 Episode 3

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In this episode, I draw an analogy of winning the money game with my favorite sport…football!  I explain that in order to win the money game, you have to think of your financial strategies like building a championship football team. With Tom’s current investments in real estate, I make an analogy that this is like... Read more »
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Financial Field Trip - The Invested Life Season 2 Episode 2

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In the last episode, Tom admitted his fear of re-engaging in investing.  After all, who wouldn’t be afraid of the stock market after losing $500k in a day? (Or worse, telling everyone of your friends that the stock market is bad, bad, bad!) In this episode, Tom faces his fear head-on.  This time though, he... Read more »

Life Insurance: You Don't Have to Die Anymore to Benefit

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Do you have to die to reap a return on your life insurance policy?  If you do have a life insurance policy, do you think you are worth more today, dead than alive? Well, I’m not sure how your family would appreciate the answer to the last one but in today’s modern economy, life insurance... Read more »

Retiring Overseas - More to Just Stretching Your Dollar

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Many  Americans are considering retiring outside the United States. The Social Security Administration has reported that the number of retired Americans receiving benefits overseas has soared 32% since 2002. After all, even with a weak economy, the American dollar can stretch much further in a foreign land coupled with an extravagant lifestyle that can cost... Read more »
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Own Your Financial Situation Before It's Too Late

Own Your Financial Situation Before It's Too Late
Tired of the ups and downs of the economy impacting your savings, home equity, job security…and emotions? Over the past several years, we have been educating consumers on how to effectively manage one of the greatest assets they own…their home equity.  During the real estate boom, it was hard to get anyone’s attention. Nevertheless, the... Read more »
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    Matt Sapaula

    Proud father, former U.S. Marine Sergeant, financial coach, podcaster of the "Money Smart Show", co-host of MSN Money's "The Invested Life" personal finance reality show

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