I recently met with a hard-working, bright and successful couple via video conference. I’ve gotten to know them more intimately over the past year or so since
Read More
A question we commonly get asked is, When should I begin social security? Should I start early? Or should I start it later? The answer is, it depends.
Read More
If you are in the decades of your life where you are saving for retirement, you may ask whether you should be contributing to a traditional pre-tax IRA or 401(k
Read More
Every now and again, I receive calls asking curious questions about what a person may be able to do with their IRA (Individual Retirement Arrangement). Often
Read More
There is all sorts of advice available to people who may be looking for a new financial advisor. Advocate groups, columnists and even advisors themselves will
Read More
As if divorce or death weren’t tough enough, Congress and the Internal Revenue Service do not make the rules that apply to Individual Retirement Accounts any
Read More
We have all been there: talking about an experience or a position in life with another person who can completely relate and offer great advice because they have
Read More
Did you know that there are many types of IRAs? The two main categories are Traditional and Roth. The difference between the two is significant.
Read More
You’ve likely heard the saying when it comes to investing, “Don’t put all of your eggs in one basket”.
Read More
I was invited to a “Women of Power” luncheon at a conference for Wealth Management Advisors in Las Vegas, NV. As we ate our salads and salmon, I asked my
Read More
I attended a Wealth Management conference in Austin, TX recently with 168 other independent Wealth Management Advisors from across the country. Three days of
Read More
A discussion that I often have with my clients is that the things they did to be financially successful for the last 30 years will look different than the next
Read More
