Now that you are a “certain age” you may find yourself thinking about retirement, or as I like to call it, the day you quit working for money and start working for fun. These days, retirement is trickier than it used to be. Many of us will live substantially longer than our parents and we …
Archives for December 2018
Happy Holidays
I’m reminded today of the movie It’s a Wonderful Life. I think we have all seen the movie. It’s a story about George Bailey, who resides in the fictional town of Bedford Falls and runs the family business, the Building and Loan. Early in the film George expresses a desire to pursue his fortune outside …
What can you expect in the first meeting with your financial planner?
Your first meeting with your new financial planner is an important event. This is the person you’re trusting to advise you on matters that will materially affect your life and the lives of your family members for years to come. A productive first meeting is important to starting the relationship off right. Here are some …
What can you expect in the first meeting with your financial planner?Read More
What’s a Roth IRA?
At year end, it’s time to think about topping off your IRA and most people should be thinking about their Roth IRA. Choosing between a traditional IRA and a Roth IRA can have major tax and estate planning implications. A traditional IRA has long been a favorite of people looking to save a little extra for retirement …