As your financial advisor, we want to help you reach your financial goals and support your financial security. That’s why we need to address a growing …
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Think Twice before Converting Your IRA to a ROTH
Recently I heard a radio ad that asked: "Will your traditional IRA cost you thousands in taxes?" The financial planner asking this question suggested …
Continue Reading about Think Twice before Converting Your IRA to a ROTH
Market Turbulence
For those of you accustomed to flying in the Midwest, you know that turbulence can happen during any flight. You don’t know when it’s going to happen, …
Matt Damon, Financial Advisor?
Have you seen the commercial for Crypto.com? Actor Matt Damon walks through a sort of virtual museum, making solemn observations as we watch human …
What About That 80% Rule?
A client called me last month to ask how much income she should have to retire. She said she’d heard of the “80% rule,” which says you should …
The High Price of Hogwash
Inflation is much in the news. Oil & gas prices are up. Housing prices have boomed. Commodities are higher than a year …
