I had a new client in the office this morning whose situation lends itself perfectly to a Roth conversion. They are 53 years old and have almost 2 million dollars...
“What’s one thing you wish you knew about investing when you were 20?” I was asked this question as a guest on a recent podcast. My answer? “I wish I...
Our mortgage loan officer told us what we qualified for and I couldn’t help myself as I burst out laughing. Shelly whacked me on the leg under the big conference...
This is going to sound crazy, but maybe you should not be taking advantage of your 401(k). Maybe you should go ahead and pay taxes on your investments now, not...
I have had deep and detailed financial discussions with most of my clients during our current pandemic crisis. Some are having the most successful years of their lives while others...
Check out this fun excerpt from my latest book for your reading enjoyment. I used to tell this story to 401(k) participants in enrollment meetings. It’s a real conversation I...
I have had the opportunity to help many people gain personal financial success over the last quarter decade. It’s been a great ride, and I continue to be inspired by…
In working with successful clients, I’m reminded often that just maxing out your 401(k) rarely cuts it. For most of the families we work with, it takes more than just...
The first time I reviewed and worked with a nice bond retirement portfolio it was my grandparents investment account. In the mid to late 90’s I found myself driving down...