Financial Technology
Robots & Humans “It’s easy to buy a cookbook but really hard to find a chef book” by Seth Godin Linchpin Linchpin by Seth Godin is one of my all time favorite motivational books. I reread it every couple […]
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 […]
Should I buy a home or rent?
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. Should I buy a home or continue […]
IRA Guide – Quick and Dirty
You’re certainly not alone if the words Individual Retirement Account (IRA) cause your mind to spin in confusion. The original IRAs were mind-boggling enough. However, now you have several options, including what many have called the “American Dream” IRA—the Roth […]
