Sometimes a client tells me that they have a portion of their savings “invested” in savings bonds. Usually I get a bellyache when I hear this. Here’s why: Savings bonds are savings vehicles, like money market accounts and CDs. They pay a safe, low rate of interest that competes with money markets and CDs. Savings …
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Why Bother with an IRA in 2019?
You probably hear from different sources that you should consider funding an IRA, but you may be wondering, why bother? Here are four good reasons: You can still contribute for tax year 2018 up to $5,500 or $6,500 if you’re better than 50 years old. You have until tax filing day in April 2019 to …
What Can I Expect From My Financial Goals for 2019?
Best new year greetings to all my friends and clients who take the time to read this. Thank you for your part in making 2018 one of the best in my professional career. I am blessed to work with wonderful clients, wonderful business partners and wonderful associates. Thank you all for the blessings you bring …
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8 Steps to Retirement
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 …
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 …
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