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 […]
Stretch IRA The “stretch IRA” has become a popular way to refer to an IRA that has provisions that make it easier to “stretch out” the time that funds can stay in your IRA after your death, even over several […]
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. I need money: can I take funds […]
It has never been easier or cheaper to buy investments on your own. Websites like: E Trade, Scott Trade, Vanguard. Apps like: Robin Hood, Acorns All allow you to trade at the click of a button. But does that mean […]
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 does the term “qualified plan” mean? […]
