You’ve probably heard the term dollar cost averaging over your years of making contributions into your retirement accounts. Dollar cost averaging is when you make a regular, fixed-dollar contribution into your investments regardless of what occurs in the market. Read More
These are uncertain times. People are getting laid off, the stock market has taken a hit, and and there are a lot of unanswered questions.
But this is also the perfect opportunity to get your retirement plan in order. In fact, there are many reasons that doing a Roth conversion is a great decision. And even better? It’s not hard to do.
I don’t know!
That’s the only answer I have to some of the questions swarming around the coronavirus (COVID-19) outbreak. There have been so many aggressive actions implemented in the dealing with the possible outbreak, but information is changing so fast that no one has any real certainty. Read More
The SECURE Act was signed into law into law in December 2019 and went into effect on January 1, 2020. The SECURE ACT changed some important aspects of retirement planning, the biggest one being the age at which to commence your Required Minim Distribution (RMD). Read More
The reality of being financially unprepared for retirement. Read More
If Social Security is YOUR retirement plan… your retirement will SUCK! Read More
Charitable RMD’s are a great legal method to take tax-free distributions from your IRA. Read More
The evolution of a financial plan will change over time, however, the process will always remain constant. Read More
Let me show you how to have a really BAAAAADDDDDDDD retirement. Read More
