Will My Kids Have it As Good?
Will my kids have it as good? My parents gave me the world. ‘ Toys, gadgets, expensive vacations, sleep away camp, etc. It was so good. I had no idea of the cost of that goodness. My parents argued about […]
millennials
Credit Cards -What You Need to Know!
I am a financial planner and I use my credit card. There I said it. The truth is, I use my credit card for most, if not all, daily and regular purchases. It’s easy, it’s convenient, and most importantly to […]
4 Reasons Why People Spend Too Much Money
Your spending habits can make or break your financial success. The inflow and outflow of cash is as important to your household as it is to any business on the street. Your goal should be to maximize inflows and minimize […]
Can I Contribute 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 contribute to a Roth IRA? […]
Retirement Plan Check up
Give Your Retirement Plan an Annual Checkup I typically recommend that you review your employer-sponsored retirement savings plan annually and when major life changes occur. If you haven’t revisited your plan yet in 2016, the end of the year […]
