How Do I Get My Credit Report?
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. How Do I Get a Copy of […]
Financial Planning
Retirement Portfolio – Pay Attention!
Your Retirement Portfolio is Very Important. I am reviewing a new client’s retirement portfolio from one of the big wire houses’ and I swear there is steam coming out of my ears. Why you ask? Let me tell you: […]
Financial Planning in Your 30’s – Don’t Make These 10 Mistakes
Financial Planning is a life-long process that begins when you make your first financial decision and even continues after the conclusion of your life,with the disposition of your estate. It is humbling journey, where the numbers keep everyone honest. […]
Can I Convert My IRA to a Roth IRA?
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Can I convert my Traditional IRA into […]
3 Questions to Ask Your Financial Advisor
Do You Feel the Professionals In Your Life Are On Your Team? Is your doctor looking out for your well being all the time? Or ordering up unnecessary tests? Is your accountant giving your tax return a proper analysis? Or, […]
