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    Tag: retirement

    Do I Need An IRA?

    I’ve had many people ask do I need an IRA? So many individuals don’t know what an IRA really is and why they need one.…

    Dr. Maria James December 22, 2015

    Women & Finance: You Have to Have Your Own Money Skills

      I was speaking to a woman about money and monitoring expenses when she admitted that she “just let’s her husband handle everything.” When she…

    Dr. Maria James August 3, 2015

    What is the Difference Between Financial Advisors, Planners, Consultants and Coaches

    You’re on a journey to make progress with your money and build wealth. As you’re working on increasing your net worth and investing for retirement…

    Dr. Maria James March 16, 2015
    6 Comments

    Why Your 401(k) Isn’t Enough!

    No matter your age you hear about 401(k)s and IRAs, retirement investment accounts. You hear over and over that you need to be ready for…

    Dr. Maria James April 23, 2014

    10 Actions Needed for Financial Freedom

    The terms financial freedom and financial independence generally refer to the same concept or ideal. However, individuals consider them to mean different things. For some…

    Dr. Maria James March 26, 2014
    • Part 6: Navigating Employee Financial Stress – Shareholder Pressure Increases
      Chapter 6: Shareholder Pressure Increases Before you start, have you read the previous chapters? Chapter 1: The First Signs of Trouble Chapter 2: A Tough Meeting with Leadership Chapter 3: A Heart-to-Heart with Employees Chapter 4: A Personal Reflection Chapter 5: The Breaking Point – A Key Employee Resigns The conference room was tense. The…
    • Part 5: Navigating Employee Financial Stress – The Breaking Point
      Chapter 5: The Breaking Point – A Key Employee Resigns Before you start, have you read the previous chapters? Chapter 1: The First Signs of Trouble Chapter 2: A Tough Meeting with Leadership Chapter 3: A Heart-to-Heart with Employees Chapter 4: A Personal Reflection I barely looked up when I heard the knock on my…
    • Part 4: Navigating Employee Financial Stress – A Personal Reflection
      Chapter 4: A Personal Reflection Before you start, have you read the previous chapters? Chapter 1: The First Signs of Trouble Chapter 2: A Tough Meeting with Leadership Chapter 3: A Heart-to-Heart with Employees The office was quiet, the hum of the HVAC system the only sound as I sat at my desk, staring at…
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