Welcome to the New Year, 2018! There is no better time than now to reflect on how you have been managing your finances, and perhaps begin the New Year with a commitment to do a deep-dive financial analysis. Do You agree? If you do, here are seven ways to get you on a...
If you are a mid-career professional, chances are you have switched jobs a few times, and considered rolling over funds from your ex-employer retirement plan. So, here you go: In this video, I will present to you the difference between a “Direct”...
If you are expecting to inherit an IRA from a parent or a grandparent in the coming years – you just lost an important benefit – thanks to SECURE Act that went into law earlier this week. Inherited IRAs lost STRETCH opportunity due to SECURE Act Starting...
Looking to work with a new financial advisor? Today, I will tell you the three most important questions you must ask before hiring one. Question #1: Ask your financial advisor – how he or she is getting paid If they say “Fee-Only”, that means they have no conflicts of...
Are you debating if you should convert some of your Traditional IRA money to a ROTH IRA this year? Today, I will tell you three very important factors to consider before making the decision. So, here are the three factors to consider before committing to a ROTH...
Last week, I talked about the tax benefits of Health Savings Accounts. Today, I will answer a very common question asked about HSAs How do you prioritize saving in an HSA vs saving in a 401K? So, here is the question: Let’s say you are eligible to contribute...
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