Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Working toward your long-term financial goals starts with making the next right move.
Do you want to fund a Roth account but you're above the income limit? I know a way.
https://www.cbsnews.com/news/how-to-maximize-roth-401k-ira-retirement-savings/
CBSNEWS.COM
Maximize Roth retirement savings through "back door" contributions
A will, a health care proxy and a power of attorney are 3 things every household should have.
https://www.kiplinger.com/article/retirement/t021-c032-s014-top-10-estate-planning-tips-for-coronavirus.html
KIPLINGER.COM
Top 10 Estate Planning Tips in a Time of Coronavirus | Kiplinger
Staying focused amidst uncertainty can help you reach your future financial goals.
Working with a trusted Advisor can make it easier to stay on top of things. Maybe doing it yourself isn't working for you?
https://www.kiplinger.com/retirement/601379/take-charge-of-your-portfolios-ladies
KIPLINGER.COM
Take Charge of Your Portfolios, Ladies | Kiplinger
The large number of unemployed is a real concern for the economy but the stock market cares not.
https://time.com/5900062/coronavirus-layoffs-right-to-recall/
TIME.COM
Laid-Off Workers Are Being Passed Over For Their Own Jobs
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
https://time.com/5901749/how-to-vote-in-2020-election/
TIME.COM
Here's Everything You Need to Know About Voting
Sadly while we really need more Government stimulus, it's seems we are spending money that the nation has no hope of ever paying off. Mountains of growing debt is now the future of the US.
https://www.cbsnews.com/news/jpmorgan-ceo-jamie-dimon-stimulus-third-quarter-earnings/
CBSNEWS.COM
JPMorgan Chase CEO Jamie Dimon calls for more federal stimulus spending
While lockdowns may work well on Covid 19, they clearly don't work well for the economy and jobs.
https://www.cbsnews.com/news/amc-says-may-run-out-cash-year-end/
CBSNEWS.COM
Theater chain AMC warns that it's running out cash
https://www.kiplinger.com/personal-finance/careers/college/601530/file-the-fafsa-now-urgent-reasons-for-families-to-file
KIPLINGER.COM
File the FAFSA Now: Urgent Reasons for Families to File Early in 2020 for College Aid | Kiplinger
Working toward your long-term financial goals starts with making the next right move.
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
Keep an eye on the future with financial advice, focused on you.
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
There is a rather long break even period for Roth IRA conversions but it seems a viable strategy for most. Here are a few exceptions.
https://www.kiplinger.com/retirement/retirement-plans/roth-iras/601626/6-reasons-you-should-not-do-a-roth-conversion
KIPLINGER.COM
6 Reasons You Should NOT Do a Roth Conversion | Kiplinger
This has become a very popular option.
https://www.kiplinger.com/retirement/long-term-care/601644/caught-in-the-middle-how-young-parents-can-plan-for-long-term-care
KIPLINGER.COM
Caught in the Middle: How Young Parents Can Plan for Long-term Care | Kiplinger
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Year after year I ask, "do you have a will" but some of my clients just never get one.
https://www.thestreet.com/personal-finance/quit-stalling-write-a-will-tips-to-get-it-done-nw
THESTREET.COM
Quit Stalling and Write a Will. These Tips Can Help You Get It Done
These look like good ideas to me too!
https://www.aarp.org/money/investing/info-2020/financial-resolutions-for-2021.html
AARP.ORG
The 5 Best Financial Resolutions for 2021
Get the personalized advice you need to envision and build a confident financial future.
This sounds risky but I do think its important to teach children all you know about saving and borrowing. I can't tell you how many have told me that they had no idea how much their student loans would cost them a month when they graduated.
https://money.com/credit-card-teen/
MONEY.COM
Why I'm Getting a Credit Card for My 13 Year Old, Really!
Interesting but I think unlikely.
https://money.com/college-students-stimulus-checks-biden/
MONEY.COM
The Next Round of Stimulus Checks Could (Finally) Include College Students
