No 401(k)? Here’s How to Save for Retirement
Are you one of the many people who don’t have a 401(k) at work? Wondering how in the world you’re going to save for retirement without one? Never fear, I have a few suggestions! There are a few really good... Read More →
Don’t Put off Retirement Savings to be Debt Free
I’ve always thought of being debt-free as the Holy Grail in personal finance. It’s a prize that can be nearly impossible to obtain. Yes there are some people that are debt free. I say congratulations, because it is quite an... Read More →
Changed Jobs? Rollover Questions Answered
Did you just change jobs? Have a IRA Rollover or 401(k) you haven’t moved yet from a previous employer? I received a couple of calls in the past few days from my 401(k) clients. Thank you by the way, it... Read More →
Is The Roth 401(k) Right For You?
The 401(k) is probably the most popular retirement plan in America. Most of you probably have one where you work. But what’s this Roth 401(k) you’ve been hearing about? How does it work? Is it as good a deal for... Read More →
4 Forgotten Fall Financial Tips
Fall is my favorite time of the year! I love the weather and the change of seasons. Fall also is a busy time for me as a financial advisor. I have to prepare year-end reviews for clients, get required distributions... Read More →
Sudden Wealth From Retirement?
You made it. You are retired. Your new job will be doing whatever you want! Sounds good, right? Retirement can be a wonderful time. It’s a Life Event that usually happens to each of us at some point. Life Events... Read More →
Avoid The Freak Out!
Here we go again! Well there is no doubt that the stock market has entered correction mode! Brilliant statement, right? Unfortunately, this one may smack a few investors in the face. Why? Well, we haven’t had a substantial correction in... Read More →
5 Super Simple Ways to Automate Your Savings
In my article The Big Simple Secret to Saving More, I revealed a secret way to save more. The big secret…automate savings. It may sound simple, but I also wanted to follow up and talk about the “how” part of... Read More →
5 Year End Investment Moves
I know, you’re busy in December. Holiday shopping, parties and visiting friends and family. December is a great time for cleaning up your portfolio too. Don’t put these things off. They are important too. Particularly now with the market at... Read More →
Earn Too Much To Contribute To An IRA?
If you are a high income earner Traditional IRAs may be a bit frustrating. On one hand you have discretionary dollars to contribute, but on the other the extra income can often disqualify you from the tax break. That stinks! Here... Read More →