Backdoor Roth.
“But can’t fund a Roth IRA, I make too much,” or so goes the common objection. And that is partially true. There is a law in the tax code that says once you make a certain amount of money, you are no longer allowed to fund a Roth IRA. At least not directly. The crazy […]
Basics of a Roth IRA.
If you’re making less money now than you will be later, funding a Roth IRA could be a pretty good decision.
Does Your Advisor Have a Succession Plan?
What is the succession plan for your financial plan? If your advisor doesn’t have one, let’s solve that together.
The Longevity Economy and Your Financial Plan.
We encourage many of our clients to plan through their 100th birthday. Your financial plan needs to include a strategy for your long, healthy, productive life.
“The Power of Zero” by David McKnight
Our government is addicted to debt and spending, and no party is on track to fix that problem.
“If I were you…”: The Advantage of a Team.
It certainly helps to have an advisor who tries to understand your situation. Better still, one who lives it.
“Retirement” and Other Things No One Wants.
So since “retirement” is almost certainly the wrong goal, what is the true target?
The Best Book I’ve Ever Read on Money Management
There are a ton of books on personal money management. But the best book on this topic is The Psychology of Money by Morgan Housel.
Yesterday’s Portfolio Risk May Be One of Today’s Biggest Opportunities
Yesterday’s portfolio risk could be today’s…