As a CERTIFIED FINANCIAL PLANNER®, people treat me as a friend, a confidant, a therapist, a coach, a quarterback and a guide. Some of my clients were very successful in business and are now living off their wealth. Some are […]
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. Am I liable for my spouse’s debts? […]
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 roll a retirement plan distribution […]
I take my emergency fund very seriously. Having cash on hand is the only true safety net that will help me get out of any financial jam, including investing mistakes. Access to credit is a lifeline too, but it doesn’t […]
First, let’s get through the basics. What is a Traditional IRA? -A traditional IRA is a personal savings plan that offers tax benefits to encourage retirement savings. Almost anyone can set up a traditional IRA. The only requirements are that you must […]
