Oct 22, 2020 | Uncategorized
Extraordinary Times Mean Extra Federal Debt Federal borrowing has increased due to the coronavirus pandemic. America’s debt is now nearly as large as its economy. On September 2, the Congressional Budget Office announced that by the end of the 2020 fiscal year...
Oct 22, 2020 | Uncategorized
Starting a Roth IRA for a Teen This early financial decision could prove helpful over time. Want to give your child or grandchild a great financial start? A Roth IRA might be a choice to consider. There are many reasons why starting a Roth IRA for a teenager may be a...
Sep 25, 2020 | Uncategorized
The Financial Realities of Longevity Your financial future is up to you and no one else. What will be your future? You know that solid retirement strategy takes your time horizon, an often unpredictable factor, into consideration. Your thinking must include an...
Sep 25, 2020 | Uncategorized
The Backdoor Roth IRA A move that high earners can make in pursuit of tax-free retirement income. Does your high income stop you from contributing to a Roth IRA? It does not necessarily prohibit you from having one. You may be able to create a backdoor Roth IRA and...
Sep 25, 2020 | Uncategorized
Do Your Investments Match Your Risk Tolerance? When was the last time you looked at the content of your portfolio? From time to time, it is a good idea to review how your portfolio assets are allocated – how they are divided among asset classes. At the inception of...
Aug 26, 2020 | Uncategorized
Why Don’t All Affluent People Become Wealthy? Perception, hesitation, & poor decisions are factors. Why do some people let their potential for lifetime wealth slip away? Some people are better off economically at 30 or 40 than they are at 50...
