Have you are will you be inheriting an IRA? Learn a strategy for turning this into a long-term wealth building machine by using the required distributions to fund a Roth IRA for you and maybe even your spouse.
The passing of a loved one is always hard especially when it s a parent. As I write, I am processing the loss of my mom. Before her passing, I served as both her financial and healthcare power of attorney. Now, I m…
The other day, I got a call from my daughter, who just started her first year of college in Tennessee. She was buzzing with excitement telling me how much she was enjoying her first week of classes. She’s majoring…
Most people have heard the terms bull market and bear market, but fewer know where the names come from. As a local and remote financial advisor and educator, I like to to use analogies. Here s a quick overview before we…
If you’re a high-income solopreneur or small business owner with just a handful of employees, a traditional IRA OR ROTH IRA isn t going to cut it if you want to save on taxes and maximize retirement savings. With contribution…
I am a financial advisor working locally in both Maine and Montana two places where the wild still runs free. My wife and I spend as much time as we can exploring Acadia, Yellowstone and Glacier National Parks, soaking in the…
If you’re saving for retirement, building a portfolio, or just trying to make your money work harder, you’ve probably heard about mutual funds and ETFs (exchange-traded funds). Both offer ways to invest in a broad mix of stocks, bonds, or…
I have clients earning $250K, $300K, or more ask about Roth IRAs or converting to one, they usually come in with strong opinions often shaped by internet advice that doesn t apply to their financial reality. The Roth IRA has a certain…
