Roth IRAs are among my favorite types of accounts. In fact, when I look at my own net worth statement, my eyes are always drawn to my Roth IRA first. Dollar
Read More
It’s interesting how often people “compartmentalize” their thinking when they inherit accounts. That is, when receiving beneficial money, stock or other
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
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 own an IRA or 401(k), you’ll be subject to Required Minimum Distributions, or RMD’s on the traditional or pre-tax portion of the account. The Required
Read More
You don’t need to be a Wealth Management Advisor or a Certified Public Accountant (CPA) to make sense of the #1 tax goal, paying at the lowest rate. But
Read More
I grew up in a generation that was taught, just as the generation before us, that our first financial priority should be to own a home. Why pay someone else
Read More
I met with a client recently who told me of an interesting situation that she found herself in. Sadly, a few months ago she had learned that both her aunt and
Read More
Retirement planning is complex. We often hear of tips on how to fund retirement accounts and invest our money. Here are five tips that you don’t often hear.
Read More
What is the first thing that comes to mind when you hear the words “Retirement Planning”? For many people, a lot of questions arise. Can I retire early? How
Read More
Owning a business is not easy. It’s one of those life experiences that you can only understand if you’ve “walked in those shoes”. I had someone say to me once
Read More
There are some colorful expressions you may commonly hear when talking money.
Read More