IRA Rollover -FAQ
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 roll a retirement plan distribution […]
Investing Intelligence
Why I own Life Insurance
Life Insurance No one Likes To Talk About It The wrong conversation is what kind, The right conversation is WHY you need it… This short post is why I want it/need it/have it. I am 35 years old, married […]
The Hateful 8 Investing Mistakes You Will Make
I take my emergency fund very seriously. Having cash on hand is the only true safety net that will help me get out of any financial jam, including investing mistakes. Access to credit is a lifeline too, but it doesn’t […]
Is Your Traditional IRA Dying?
First, let’s get through the basics. What is a Traditional IRA? -A traditional IRA is a personal savings plan that offers tax benefits to encourage retirement savings. Almost anyone can set up a traditional IRA. The only requirements are that you must […]
More than Bricks and Mortar
An astute investor understands that proper diversification involves holding a range of investments in all asset categories. Such as; stocks, bonds, real estate, and cash. Do not chase the hottest investment class of the moment, because eventually it will fizzle […]
