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  2. Investing 101: The Tips, Tricks, and Terms Every First-Time ...

    www.aol.com/finance/investing-101-tips-tricks...

    Investing may seem overwhelming at first, but with clear goals, the right accounts, and a well-diversified portfolio, you can start building wealth on your terms. Remember, you don’t have to ...

  3. My Tax Bill Is Huge Because My Investment Accounts Don't ...

    www.aol.com/ask-advisor-mitigate-situation-tax...

    Michele Cagan, CPA. June 3, 2024 at 12:00 PM. ... Whether you plan on saving for retirement, paying off college or credit card debt, or investing your money differently, ...

  4. Ask an Advisor: I'm 74 With $120k in My 401(k) – Should I ...

    www.aol.com/ask-advisor-im-74-120k-120000769.html

    Michele Cagan, CPA. August 20, 2024 at 7:00 AM. Financial advisor and columnist Michele Cagan. I have a 401(k) with $120,000 in it. I’m 74 and getting the required minimum distribution at the ...

  5. The Only Three Questions That Count - Wikipedia

    en.wikipedia.org/wiki/The_Only_Three_Questions...

    The Only Three Questions that Count: Investing by Knowing What Others Don't is a book on investment advice by Ken Fisher. It was released in December 2006 and spent three months on The New York Times list of "Hardcover business bestsellers" . [1] It was also a Wall Street Journal and a BusinessWeek best seller. [2]

  6. The Intelligent Investor - Wikipedia

    en.wikipedia.org/wiki/The_Intelligent_Investor

    The Intelligent Investor by Benjamin Graham, first published in 1949, is a widely acclaimed book on value investing. The book provides strategies on how to successfully use value investing in the stock market. Historically, the book has been one of the most popular books on investing and Graham's legacy remains.

  7. The Little Book of Common Sense Investing - Wikipedia

    en.wikipedia.org/wiki/The_Little_Book_of_Common...

    BIG PROFITS." series. The series includes The Little Book That Beats the Market by Joel Greenblatt (Wiley, 2005), ISBN 978-0-471-73306-5 and The Little Book of Value Investing by Christopher H. Browne (Wiley, 2006), ISBN 978-0-470-05589-2. The series focus is to present finance strategies in general and understandable terms.

  8. Ask an Advisor: $218k in My IRA at 67 - Is It Time to ... - AOL

    www.aol.com/ask-advisor-im-67-218k-103000175.html

    Michele Cagan, CPA. August 8, 2024 at 10:00 AM. Financial advisor and columnist Michele Cagan. ... Get retirement planning and investing tips with the SmartMoney Minute newsletter. It’s 100% ...

  9. Ask an Advisor: Is It Time to Pivot to Roth Contributions? We ...

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    Michele Cagan, CPA. July 31, 2024 at 6:30 AM. Ask an Advisor: We're in Our Mid-50s and Have $2 Million in Our 401(k)s. Should We Pivot to Roth Contributions?