Find Your Moxie



Which is better: Traditional IRA vs Roth IRA

By Elizabeth Paal, CFP®, CRPC®

As promised last month, today I will dive into the difference between the Traditional IRA versus a Roth IRA. Individual Retirement Accounts (IRA) were originally developed for workers and their families who did not have an employee-sponsored retirement plan, but they have become a valuable tool for most individuals.   Continue reading “Which is better: Traditional IRA vs Roth IRA”

How to Eat Like a Grownup

Rebecca Cohen – New York, NY

Congratulations! You are thriving in your very own place. The activities, the friends, the dates, the clothes, it’s all coming together… except for that gnawing feeling that maybe you shouldn’t be pounding Kind bars for breakfast on the way to work, then ordering a sad salad to your desk and getting who-knows-what’s-really-in-it for dinner after happy hour cocktails. Continue reading “How to Eat Like a Grownup”

IRAs, 401(k)s 403(b)s Oh My!

By Elizabeth Paal, CFP®

I have heard this too many times: “I am a Millennial in my 20s, why should I start saving for retirement, which is decades away from now.” The answer? Because compounding of dollars and starting earlier will have a bigger impact on your big picture at retirement. Continue reading “IRAs, 401(k)s 403(b)s Oh My!”

2016: New Year, New Financially Savvy You!

By Elizabeth Paal – CFP®

As January approaches the amount of commercials with weight loss programs and mailings for local gyms are at an all-time high. This is due in part to the common new year’s resolutions of losing 10 pounds, eating healthier and spending more time at the gym. I’m guilty of falling prey to these resolutions, but as we know, this new lifestyle usually lasts only a few months before the weather gets nice again, and happy hours and cookouts replace gym time and clean eating. So instead, what if I challenged you to a new year’s resolution of financial health for 2016? Continue reading “2016: New Year, New Financially Savvy You!”

What 20-Somethings Really Want for the Holidays

By Lauren Linhard –

There are generally two types of 20-somethings you are buying for this holiday season – those who have enough money to buy things as they want or need them, or those buried under debt and have no use for another pair of socks or movie poster.

How do you, as the gift-giver, ride that thin line between something your loved one will like, but doesn’t need, and something they need, but won’t like? Continue reading “What 20-Somethings Really Want for the Holidays”

Around the World in 80 Plates: Thanksgiving

Bridget Miles – Chief Executive Mama of

In honor of the rapidly approaching Thanksgiving holiday, I thought we should take a “staycation” this time around and connect with our roots in a mind blowing way. Seriously, I hope you’re sitting down, because this one’s a doozy! Continue reading “Around the World in 80 Plates: Thanksgiving”

Paying My Way For That GPA

By Colette Boan -Towaco, NJ

Picture this: A college freshman with the car packed and ready to go on dorm move-in day. She gets to the school, eagerly awaiting to learn which dorm is hers and to start unpacking all the new dorm accessories she bought. Once she goes to check-in, she finds out she can’t move in because she’s not paid in full for tuition. There is only one thing left to do… drive back home and cry the whole way there. Continue reading “Paying My Way For That GPA”

Tis the Season of Giving…How to Financially Survive the Holiday Season

By Elizabeth Paal, CFP – Lincoln Financial Advisory Corporation

My beloved fall season is coming to an end with the last leaf about to drop. Soon it will be a time of mistletoe, tacky sweater parties, eggnog, tree trimming and SPENDING – lots and lots of spending. How does one navigate through this consumer-driven holiday and come out in without being in the negative? Continue reading “Tis the Season of Giving…How to Financially Survive the Holiday Season”

Around the World in 80 Plates

Bridget Miles – Chief Executive Mama of

Hi, I’m Bridget, and I’m a Foodieholic. I have a severe see-food disorder: I see food, and I eat it. I’m non-judgemental and I don’t discriminate; any cuisine will suit my tastebuds (except for cilantro, which I’ve heard is linked to a genetic trait that causes you to either love it or hate it). Continue reading “Around the World in 80 Plates”

Blog at

Up ↑