Storms Ahead?
The stock market is already a little crazy this week. Is a storm coming? Let’s take a look at what’s driving markets right now. (Scroll to the end if you just want my takeaways.) A few things are driving the […]
Financial Planning
F.I.R.E. Movement
F.I.R.E = Financially Independent Retire Early
As stated in the acronym, this movement is a lifestyle movement with the goal of gaining financial independence and retiring early.
Taper Tantrum Part Deux?
One big thing you may have heard about in the headlines is the Federal Reserve’s hint that it might start “tapering” soon.1
Could the Fed’s actions cause a correction or economic slowdown?
Let’s discuss.
Financial Naivety
Are you a financial whiz?
Were you ever taught how credit cards work, what an online bank account is, how to shop for a mortgage or the difference between a stock and a bond?
For most people, these things are “learned as you go.”
What is a Roth Conversion?
What is a Roth Conversion? A Roth conversion refers to taking all or part of your Traditional IRA and moving it into a Roth IRA. One major point of a Roth conversion is taxes. Converting your traditional IRA into a […]
