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Using a solo 401(K) to Mega Backdoor Roth IRA your Retirement If you've read any of my quotes in the media (ranging from CNBC to Nerdwallet) you'll know my full pledged appreciation for the Roth IRA. I graduated college at age 20 and...Read More
So, you’re about ready to send you son or daughter to college. Likely, you have worked hard to save money for tuition, room and board, and the occasional run to the bookstore. But while you have been saving on your own, now is...Read More
Markets are volatile, the economy is currently in a recession and Coronavirus is running its course, so what do you do? Investors, when left to their own devices, have historically done a bad job of navigating market downturns. It is...Read More
Since the lock down in March, companies across the nation asked their employees to work from home (where possible), it seems even some formerly reluctant workers are embracing the short commute to their home office, pj's, zoom calls...Read More
So, you've realized it is time to move on. What do you do next to protect yourself financially as you go through the life-changing process of a divorce? Get copies of all your financial documents. At a minimum this will include: At...Read More
I recently worked with a client who had just over six figures of federal student loan debt. A few years ago, when cash flow was tight, she enrolled in an extended repayment plan. This managed to lower her payments to a manageable level...Read More
A couple of months ago I had an interesting conversation with an exciting younger client. She expressed concern about who would provide care for her aging parents and how that could be paid for. She and her siblings all live in...Read More
As the leaves change color and the weather here in the Midwest gets progressively colder I'm reminded of the only certainty in life-Constant Change. One of my dear friends and clients reached out to me earlier this week and mentioned...Read More
Does your financial advisor understand your student loans? Three questions to ask to find out. Student loan debt has become an enormous issue for many people over the past couple of decades. It affects the student’s finances for...Read More
Last week we hosted a painting event to allow everyone an opportunity to visualize their ideal retirement. As everyone began to paint, it was clear that people's preferences were quite different from the person sitting right next to...Read More
Have you considered a Credit Freeze to protect your credit & your minor child’s credit? Data breaches seem to be the top news headline in our day and age. Some big headlines include the most recent, where Capital One was hacked...Read More
May is Disability Insurance Awareness Month. I thought this was an important topic to cover, one that is often overlooked especially by small business owners. As Financial advisors, we focus a lot of our time on investing. Typically...Read More
So one of my best friends is having her first baby! I am very excited for her for so many reasons, and I admit-one of them is selfish. Since having my two boys 4 years ago life hasn't been the same. I no longer go to the "adult only"...Read More
So you want to save more money than you did in 2018? This is a top new year resolution for the majority of Americans, so let’s talk about it. I am a big proponent of new year resolutions, and so every year I sit my reluctant...Read More