Here’s what I’ve been reading this past week or so: A Little-Known “Back Door” Trick for Boosting Your Roth Contributions Roth accounts are something that I talk about with every client. Roth accounts are amazing tools to save for retirement and plan for taxes. Basically you pay income taxes on the money now, but then […]

Here’s what I’ve been reading this past week or so: Are You Spending Too Much or Earning Too Little? Budget. The dreaded word. Most people run screaming when they hear this loaded word. Even the softer term “spending plan” makes people squirm a little. Whatever you want to call it – understanding where your dollars […]

Here’s what I’ve enjoyed reading this past week or so: Why the Fed Is Considering a Digital Dollar NERD ALERT! I was very relieved to read this headline from today’s Wall Street Journal. The future is moving towards digital currency. The question is which one will dominate the world economy. Or maybe there will be many dominant […]

Here’s what I’ve enjoyed reading this past week or so: You Can’t Invest Without Trading. You Can Trade Without Investing Confusing, eh? It’s a concept I talk a lot about with clients – the difference between investing and speculating. It’s hard not to have FOMO when all the financial pornography out there makes you feel like everyone else […]

Here’s what I’ve been reading this past week or so: A Woman’s Guide to Making the Most of Social Security “Women tend to live longer than men, so they need as much retirement income as possible. Whether you’re 30 or 60, here’s what you need to know.” This NY Times article walks you through how […]

Here’s what I’ve enjoyed reading this past week or so: Biden’s Tax Plan’s Potential Impact on your IRA Are you concerned about increasing tax rates? Read this article about Roth conversions and if they might be the right strategy for you. Ed Slott, a leading expert in the land of IRAs and corny jokes, and […]