11 Questions to Ask when Interviewing a Prospective Financial Advisor

Perceptions of financial services professionals tend to run the gamut from “They’re all crooks, and I don’t trust a word they say” to “He or she has such an impressive alphabet of…

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The Secure Act. What’s in a Name?

Late in December 2019, Congress passed the Secure Act and according to the title of the Act, the idea is making more American’s retirement secure. When you get to the nuts and the bolts of how the legislation effects IRAs, you find a completely different story.

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Don’t hit the panic button (Can the Coronavirus derail my retirement?)

While I do believe our economy will be affected by this global scare, I do not believe it will be nearly as dramatic as it has been up to this point. Most market indicators are positive.

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Traditional IRA Facts

A traditional IRA is a way to save for retirement with tax-advantages.
Here are some facts to consider.

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The SECURE Act

The Secure Act does many things; here is a list of the biggest changes.

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Taking Advantage of Employer-Sponsored Retirement Plans

Understand your employer-sponsored plan! Before you can take advantage of your employer’s plan, you need to understand how these plans work.

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The Benefits of Tax-Advantaged Savings Vehicles

Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio.

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2019 IRA Contribution Limits and Tax Tables

It’s that time of year again! Time to look at your IRA contributions and plan for the best retirement savings strategy.

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Try Doing Nothing: But Not About Your Money

“Doing nothing” can be good; however you can’t “do nothing” about your money. Being proactive with your financial plan, and thoughtfully deciding what you want and need from your retirement nest egg may help you to better understand what your long-term financial goals truly should be.

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Retirement & Flying

Even the best pilot in the world needs help to get from point A to point B. No matter how long the pilot has been flying, he cannot see and know everything necessary from the cockpit. Air traffic control is always present to inform pilots of the things they can see; but which the pilot cannot.

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