Archives

3 Financial Risks To Your Retirement “Risk comes from not knowing what you’re doing.” Warren Buffet  As humans, we mitigate risk on a daily basis.  We wash our hands, buckle up, [...]

Avoiding This Common 401k Mistake As a financial advisor, I occasionally have clients who come to me for advice AFTER they have already attempted to solve a problem on their own.  Now, being [...]

What Would You Give Up To Pay for Long-Term Care? Have you ever thought about what it might mean to you, financially, if you or someone you love needed to move into a long-term care facility?  [...]

A Roth IRA was created in the Taxpayer Relief Act of 1997.  It is named after the sponsoring senator from Delaware, William Roth.  A Roth Conversion is a planning technique to pre-pay tax on your [...]