The 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.
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Blog
Backdoor 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 MoreAfter the Honeymoon
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Settling into married life is a process and the happy couple will, over time, find what works best for them. What financial planning issues does a newly married couple need to address?
Read MoreThen and Now
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The world has changed over the past 50 years, and some say jobs were more plentiful and paid more back then versus what they do now. Gail Gill puts this into perspective.
Read MoreBe Intentional About the Future
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Estate plans can pose some tax issues if not thoroughly thought through. Here are some tips on how to be intentional about the future.
Read MoreWhat Does Money Mean to You?
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As a financial planner, one of the most important things I need to understand about my clients is what money means to them. What does money mean to you?
Read MoreAdulting 101: Employee Benefits to Look For
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Open enrollment season is almost upon us. Here are three items you should keep an eye out for and consider at enrollment time.
Read MoreIt’s Official – 1Q21 GDP is 6.4%
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The first quarter of 2021’s Real Gross Domestic Product (GDP) rose 6.4% per the June 24, 2021 release from the U.S. Bureau of Economic Analysis (BEA).
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Looking Ahead to 2021
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Looking ahead to this year, we will see tax law intended to continue to help boost the economy, face the economic effects of the pandemic, all while targeting the low end of the income scale.
Read MoreProductivity and AI
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As the COVID vaccine rolls out and businesses reopen, economists are expecting a strong showing of goods-and-services produced in 2021.
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 MorePut Your Wishes on Paper Series - Part 3
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We’re closing out our essential estate planning document series this week by discussing the last two important documents; a healthcare representation and a living will.
Read MorePut Your Wishes on Paper Series - Part 2
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This week, we’re picking up the discussion about the four main estate planning documents every adult should have in place.
Read MorePut Your Wishes on Paper Series - Part 1
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One unfortunate thing many of us have been forced to learn as a result of the coronavirus pandemic is the importance of having an estate plan in place.
Read MoreEaster Egg Hunt
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Many of us remember the Easter egg hunt as being the highlight of the day when we were young. This year, why not tie-in a financial literacy lesson to your Easter egg hunt.
Read MoreCombating the Bag Lady Syndrome - Part 3
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Because we have likely already slipped into recession, financial worries and the Bag Lady Syndrome will probably be top of mind for many months to come. There are things you can do to put yourself in a position to weather this storm and put fears to rest.
Read MoreCombating the Bag Lady Syndrome - Part 2
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Although the Bag lady Syndrome is common, there are things you can do to squelch this fear when it bubbles to the surface. In this article, I focus on insurance coverage, specifically looking at life insurance and disability insurance.
Read MoreWhat is Short Selling?
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At this point, you’ve probably heard the news about how a large group of social media users have banded together to hurt the short sellers of GameStop and other stocks. You might be wondering what short selling is, and why someone would do that in the first place.
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.
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