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 …
8 Important Tasks For Your Financial Plan Before Year End
Year end marks several important deadlines that you don’t want to forget. If you fail to meet these deadlines, you will lose out on the benefits for this year. Here are eight important tasks to take care of before Dec. 31, 2018: Max out your employer-sponsored retirement plan. If you still working you need to take the free matching funds …
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What’s a Financial Planner Worth?
If you ask me, my services to my clients are priceless, but I know that’s not a very satisfying response. The true answer for your family of how much return on investment you get from a financial advisor will, of course, depend on your specific situation. Here are some thoughts on how to answer this …
Is This the Beginning of the End?
With the recent volatility in stock prices, many people are wondering about their financial future. Stock prices are down from the highs. Since prices have moved around dramatically from day to day and even within the day, it’s hard to be clear about what current data tells us. In general, stock prices are down. Depending …