Are you having a milestone birthday this year?! There are a set of important ages when it comes to retirement planning and we thought it would be a great way to kick off our newsletters this year with a reminder for all of […]
Read MoreNo (Short Term Investment) Pain, No (Long Term Investment) Gain!
No, this isn’t a post on the best workouts and you won’t see Jane Fonda with 80’s hair as you scroll down the page (or maybe you will, you’ll have to read to find out). Today we’re going to take a look at a topic […]
Read MoreRoth Conversion: How What You Learned on a Playground Can Help You Decide if One is Right for You.
Roth conversions are a hot topic in the soon-to-be, and recently, retired circles and there’s good reason behind this. A well timed and executed Roth conversion strategy can potentially save you thousands of dollars in federal tax liability over the course of your retirement. Read […]
Read MoreWhy ‘Average’ Just Doesn’t Cut It with Investments
“What’s the average return I should expect from my investments?” It’s a common question we hear from clients when discussing new investment options, portfolio performance, or in general discussion. While it’s clear the intention of the question is meant to understand the opportunity for growth, […]
Read MoreThe Retirement Enhancement and Savings Act of 2016 and What it Means For You
For years, hard working couples have maximized their 401(k), 403(b), and IRA contributions for two important goals: 1) Income in retirement, and 2) efficient generational wealth transfer. The latter goal may need to be readdressed in reaction to a portion of the proposed legislation Retirement […]
Read MoreETF v. MF
ETF v. MF In our February newsletter, we’ll look at two major investment vehicles in the current investment landscape; mutual funds and exchange traded funds or, ETFs. We’ll run down the key attributes of a mutual fund and an ETF and two of the key […]
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