The Gap in Financial Planning
Have you ever assembled a piece of equipment, or perhaps a toy for a child, stepped back and admired your great handiwork, only to find a part (or two) leftover …
Planning
Market Volatility, Inflation and War, Oh My!
It seems the quote, “This is a year to remember!”, now applies to every year. We have hopes of stability and normalcy as a new year begins, particularly with COVID …
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 plan. Be assured that there is “no one-size-fits-all” plan. 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 managing your IRA and retirement money. I hope your …
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.