Tip the Scales
When I meet with young people I have to spend time explaining to them that while their net worth is low or even non-existent today their ability to earn is priceless. PRICELESS! Overtime that will change. As they get older […]
financial planning
Managing RMD’s
Of the mistakes older Americans can make in managing their retirement savings, failing to take required minimum distributions (RMDs) from qualified retirement accounts, like IRAs and 401(k) accounts, is among the most serious. Retirees over age 70½ are generally responsible […]
Can You Afford to Have One Spouse Stay at Home?
For many families, this is an important question. Unfortunately, most dual income couples feel that both of them have to work in order to meet their expenses and maintain their lifestyle. If you evaluate your situation financially–factoring in the cost […]
Can I Set Up a Traditional 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 set up a Traditional IRA? […]
Juggling Your Employee Benefits
Starting a new job can be exciting. But, as you look forward to your new opportunity, consider carefully how you will manage your employer-provided benefits while transitioning from one workplace to another. When you leave a job, your employee benefits […]
