Retirement

Making money in the bear market: when the market goes down, it’s amazing how fast and hard it come roaring back.

We take seriously our commitment to act solely in the best interests of our client, period.

You can fund your Roth IRA on a regular basis, early, or even after the tax year is done and before your filing deadline.

If you’re making less money now than you will be later, funding a Roth IRA could be a pretty good decision.

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.

Our government is addicted to debt and spending, and no party is on track to fix that problem.

So since “retirement” is almost certainly the wrong goal, what is the true target?