Your Retirement Portfolio is Very Important. I am reviewing a new client’s retirement portfolio from one of the big wire houses’ and I swear there is steam coming out of my ears. Why you ask? Let me tell you: […]
Financial Planning is a life-long process that begins when you make your first financial decision and even continues after the conclusion of your life,with the disposition of your estate. It is humbling journey, where the numbers keep everyone honest. […]
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 convert my Traditional IRA into […]
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. Do I Need an Attorney to Prepare […]
The financial planning process is a logical, six-step procedure: (1) determine your current financial situation. (2) develop financial goals. (3) identify alternative courses of action. (4) evaluate alternatives. (5) create and implement a financial action plan. (6) reevaluate and revise […]
