Roth IRAs have become one of the most popular ways to build retirement savings over the years. In fact, they’re so popular that thousands of people clamor every tax season to convert their traditional IRAs…
Read More
I’ve mentioned this before: I’m a big baseball fan. I played baseball every single spring and summer for 25 consecutive years – ages 5 through 30. From little league all the way through college…
Read More
Recently I had a client come into my office who was concerned about his and wife’s and his retirement. This client works at a company that sponsors a 401(k), but his wife works for the…
Read More
A few years back, I had a friend approach me at a BBQ. He had some questions about how his financial advisor was managing his accounts. Friend: “Yeah, I just don’t know if this…
Read More
Ever had a variable annuity pitched to you? Maybe you own one. They’re a popular way for many people to mix guaranteed retirement income with the growth potential of equities. But I’m guessing even if…
Read More
Employee stock options can be a wonderful form of compensation. Unfortunately, far too many employees leave money on the table when managing them. Here are the top five mistakes you should strive to avoid: …
Read More
Since the crisis in 2008, regulators have paid extra attention U.S. financial markets. Sweeping changes like Dodd-Frank and the Department of Labor fiduciary ruling will change the way Americans save for retirement. While these two…
Read More
Stock markets tend to be pretty good at keeping investors up at night. Peaks, troughs, business cycles, corrections, and crashes are par for the course when investing in stocks. And for many investors this is…
Read More
Investing is kind of like buying new shoes. There are a thousands of options out there: running shoes, hiking shoes, dress shoes, and flip flops just to name a few. The right pair for you…
Read More