Where have we come from and where are we going?
Just a few short years ago we were all worried about Y2K. We were preparing for the millennium and had concerns if the people and computers would all survive. To everyone's surprise, life went on.
IRA vs. Roth IRA - what's the difference?
A traditional IRA and a Roth IRA have many similarities with the biggest difference being how they are taxed. Both a traditional and Roth IRA are retirement savings accounts that allow an annual contribution, up to federal limits, that grows and can be withdrawn once you reach 59.5 years of age.
Time to start thinking about taxes!
Why should my tax advisor be the same person as my financial advisor? These two professions are closer than you might imagine.
Tariffs and a strong dollar: What it means
There are many terms and concepts that are brought up but not explained in the news, so today I will try to shed some light on what the terms mean and the ultimate connections between them.
Why would I want a Financial Plan?
For some, planning is getting up in the morning and if it is a good day in the market, they think "Awe! Retire at 70!" Or, if it's a bad day, they think "I will be working till I die." This is NOT planning, this is stumbling through life.
Wow, What a Market!
When markets get volatile, there are several things you can do to remove some of the anxiety. Do nothing. Ignore the news and just ride the roller coaster. Sell everything and put the money in a CD. Follow your plan.