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 …
Planning
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.
Closure for 2020. Hope for What is Ahead.
How often have we heard or said the phrase, “Don’t take it for granted!” I certainly have. At moments I take this challenge to heart. But if I’m honest, I feel it’s impossible to live each day in this manner. We are human. Unfortunately, we have to learn lessons over and over again.
Hard but Necessary Conversations
You may have heard a similar story before: “Our parents had a lot of assets and resources before they died. We knew they had money – we just did not …