Articles and Updates

Roth IRAs : Front Door, Backdoor or No Door?

As the spring weather arrives and taxes are filed (or extended), now is a good time to consider your retirement…

The Perils of Do-It-Yourself IRA Transactions

This month’s post was originally shared in September of 2019.  The information given below is always good to remember when…

Say “NO” to Instant Gratification

This month’s newsletter was originally posted in May 2018, but we see the principles as timely. I remember it like…

Of All Things Cryptocurrency… and Not

Unless you have been hiding in a cave (or quarantining to the most extreme levels), you have heard about some form of cryptocurrency. Bitcoin would be the largest and most popular name you might have heard. And you might be surprised to learn that there are currently over 6,000 forms of cryptocurrency!

Navigating Life Events with Guidance

We have all seen timelines or charts which show a steady, linear progression. This could be an average rate of return on your retirement account with a nice ending balance. Maybe it is a life progression timeline showing graduation, a first job, marriage, a house, a child, family, empty-nesters, to grandparents, to retirement, to finally dying peacefully in your sleep in your late 80’s or early 90’s.

Giving Freely versus Suffering Want

This month’s newsletter is from April 2018, but we see the principles as timely. There’s a story about a rich…

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