Traditional vs. Roth IRA – which is best? Clients often ask us whether they should contribute each year to a Roth— either a Roth IRA or a Roth […]
What we can learn from our adventures If you recall from my previous post, travel was one of the key themes I mentioned we would explore. Though […]
Managing risk with wisdom and confidence My wife and I took our family to visit some friends “up north” this year. While we were there, we […]
5 things you need to know about the SECURE Act Several years ago, I made a big decision. I put a home improvement project upon myself without consulting my wife. […]
Why Roth IRAs make great financial sense In my experience, Roth IRAs and Roth 401ks are vastly underutilized, even though they make great financial sense and are […]
The SECURE Act: how it affects retirement plans The SECURE ACT, which passed the House and Senate, was signed into law by President Trump on December 20, 2019. […]
The SECURE Act may change your financial plans On December 20, 2019, a new bill known as the SECURE Act took effect. This will impact nearly everyone’s financial […]
Your New Year financial checklist Before 2019 comes to a close, it’s a good time to run through a financial checklist before the New Year. […]
Financial planning for longevity You’re probably going to live longer than you think. So, you may very well need save more than you expected! […]
