Looking For the Perfect Investment? Here’s the Secret….

We are in some weird times right now. A few weeks ago, I would have never imagined that I would have to plan for our federal, state and local governments to shut down an entire economy due to a pandemic like the coronavirus (COVID-19).

I have been through several economic downturns in the past and, unfortunately, it’s times like this that many investors will panic and make some big money mistakes.

And one of the biggest mistakes is trying to search for the “perfect investment.”  Read More

Why COVID-19 is the Perfect Time For a Roth Conversion

 

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.

Read More

Don’t Let Coronavirus Derail Your Retirement Plans!

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

COVID & Markets

The world is a big place and there is always something going on. The flavor of the month these days is the Coronavirus (COVID). If you have not heard about it, its merely a deadly and contagious flu in a section of China. As the media and financial analyst often do, the have a tendency to over blow just about anything to make you think they actually know how markets work. Read More