529 Plan – Explored
Luke That’s Luke, my 18 month old son who will one day go to college. From what I’m told, I’m going to blink an eye and the next thing I know I will be sending him off to college. Yes, […]
Will Social Security Be Around For Me?
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. Will Social Security be around for me? […]
Financial Wisdom
THEORY VS. PRACTICE In the financial world, there are a lot of rules about what you should be doing. ‘ These are items that even I recommend to clients. We all have to start from the same baseline and then customize solutions […]
Roth IRA or 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. Should I invest in a Roth IRA […]
My So-Called Financial Life and What I Have Learned so Far
Financial Life I found that there are a lot of financial planners out there who are giving advice but not letting you look into their financial world. How do you know if they practice what they preach? Wouldn’t you […]
