Retirement Planning 2.0
Retiring in a Down Market If you know someone who has retired within the last 6 years they have seen their retirement accounts grow! If you know someone who retired 10 years ago, they saw their retirement accounts go down […]
What’s an Annuity
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. What’s an Annuity? Answer: An annuity is […]
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 […]
