Money Matters

A number of friends and family have had questions relating to Retirement Planning, Investing and other financial oriented questions.  Here I supply some information related to various topics associated with financing.

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Investing 101: Stocks, Bonds, Mutual Funds (2021-01-17)

There are a myriad of options when investing your money, here we have a brief overview of CD's, Stocks, Bonds, ETFs, Index Funds, Mutual Funds.


Review of Vehicles for Retirement (2020-12-27)

This is a very brief rundown of some of the various investment vehicles one should consider for securing ones retirement. Various vehicles including 401k's, 357's, IRA's Roth IRA's, Health Savings Accounts (HSA) and regular investment accounts are discussed.


Using the Investment Spreadsheet (2020-12-13)

In this WebEx we review the spreadsheet I have developed for evaluating Stocks, ETFs, bond Funds and other investments that can be purchased through a brokerage account or other investment account.