Should I Dip into Retirement Savings or File Bankruptcy? It’s a dreadful thought for many small business owners, but life during COVID-19 reveals the time has come when many […]
The Floor Is (Not) Lava? There is a new show on Netflix called “Floor is Lava”. If you’re not familiar, the saying, the game, and […]
401k Management: 4 key areas to review More often than not when I sit down with a new client, some of the first questions I ask are […]
Of Messages and Messengers Finally, finally — 30 years after its release — I plunked down (figuratively) my $1.99 to watch Clint Eastwood direct […]
Which IRA could be your best fit? We often set out to purchase clothes, shoes, phones, etc. with the intent of finding the best fit. You may […]
Retirement Plans for Small Businesses and Entrepreneurs Experts estimate that Americans will need 70 to 90 percent of their pre-retirement income to maintain their current standard of […]
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. […]
