Gotcha Politics For some time now, and more recently to a much larger degree, “gotcha” politics has become popular. Gotcha politics can […]
Why are things so complicated? I recently read the following quote from Richard Branson: “Complexity is your enemy. Any fool can make something complicated. It […]
O & C, But Not D I have lots of stories this month, none of which easily segue into a discussion about investing, so I’ll just […]
Stay Put: Advice for Hanging on During a Bumpy Stock Market Ride I’m finding lots of similarities these days between working with an ornery horse and being a financial advisor during tumultuous […]
Questions to Ask Your Financial Advisor The Cobia Walker team encounters quite the savvy prospective clients who often interview us just as we interview them to […]
Happy National Financial Planning Month! Happy National Financial Planning Month! As your resident millennial CERTIFIED FINANCIAL PLANNER™ professional, I’m more than happy to bring the […]
New Employer? Don’t forget about your Retirement Savings Gone are the days of starting a job out of college and working with the same company until you retire […]
Kids & Money E14 Bill Slover is the guest for this episode, and he shares the financial lessons on how to budget money that he learned from his parents.
Converting a Traditional IRA to a Roth IRA With a traditional IRA, funds contributed are not taxed until funds are withdrawn from the account. Both contributions and earnings […]