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First, I hope this post finds you and your loved ones safe and well. With the terrible state of affairs in the Ukraine, it’s personally been a reminder of how blessed I am to do what I love with people I truly care about and to have the freedom to do so! War is unpredictable. […]
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Here’s what I’ve been reading this past week or so. This week’s list is shorter than usual because I’m in the Midwest visiting family eating way too much Chinese food and being spoiled by my mom. Do You Need a Financial Planner? This Kiplinger’s article gives you 5 reasons for and against hiring a financial […]
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 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 […]
Here are some resources and articles to help us through this continuously evolving situation. Personal Finance and Investment 2020 Tax Return FAQS Mellody Hobson – Quarantine Advice (added 4.15.2020) “This Isn’t a Dry Run” (added 4.15.2020) US Equity Returns Following Sharp Downturns Should I Stop Making 401(k) contributions? Don’t Look at Your 401k (added 3.23.2020) […]
