Worries of a Gen X Woman
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What are the biggest worries of a Gen X Woman?
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Communication is Key
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What information will your loved ones need to know if you’re no longer here?
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Account Types: Roth IRA (Part 1 of a 5 Part Series)
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Do you know what a Roth IRA account can do for you?
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Maximizing Your Contributions
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Don’t miss out on opportunities to contribute money towards your retirement accounts and potentially lower your taxable income. Here is some helpful information about contribution limits and how they apply.
Read MoreThe Value of Bonds
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I love to organize—papers, closets, financial lives, and anything else that I can get my hands on. To me, it’s exciting to take chaos and create order. Being an organizer, I’m also a chronic declutterer, always on the lookout for things I can get rid of.
Read MoreBe Your Own Investing Cheerleader
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If you’re not taking enough risk with your investments, you may not be able to grow your investment portfolio enough to outpace the rate of inflation.
Read MoreRinging in the New Year with New Rates
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Here is what you need to know about 2022 retirement contributions.
Read MoreThe Safe Withdrawal Rate
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Most people want to enjoy their retirement—doing things and going places while they are still young enough to do them—all the while making sure they don’t spend their nest egg too quickly.
Read MoreBackdoor Roth IRA
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Among the many provisions in the trillion-dollar-plus legislative package being debated in Congress is a provision to eliminate a strategy called the backdoor Roth IRA conversion.
Read MoreDriving Your Wealth
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Long-term investing is a lot like taking a cross-country road trip. Along the way, you’re going to have to fill up your tank a few times, may hit some bumps in the road, and you might need to take a few detours.
Read MoreDonor-Advised Funds
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As a financial planner and partner in a tax firm, I spend a lot of time planning financial futures and thinking through tax consequences. Occasionally, a donor-advised fund can make sense.
Read MoreUnintended Consequences
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When working with clients, sometimes I come across situations where a seemingly insignificant change has a huge impact. The unintended consequences can result in big hassles down the road.
Read MoreAdulting 101 - Getting Back on Track
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As cities and states begin to open back up, now is a great time to get your finances back on track. Here are 5 things you can do to get moving in the right financial direction when you get back to work.
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