By Len Nowak, CFP®, AWMA®, CTS™ When Congress enacted the Taxpayer Relief Act of 1997, which included establishing the Roth IRA, they probably weren’t thinking about college planning. The Roth IRA was introduced with retirement […]
By Gary Brancaleone CFP®, CRPC® Financial advisors don’t work for free, but their true value can far exceed the fees they charge when investors select them wisely. An advisor’s experience and expertise may actually help […]
By Len Nowak, CFP, AWMA, CTS The discussion of whether to convert your IRA to a Roth IRA evokes a wide range of opinions regarding if, when, and how you should convert the assets in […]
By Mike Reed, AIF and Collin C. Grover, CFP “I’ve decided to retire soon, and I need some help.” As financial advisors, we hear this a lot. Most people know that retirement planning involves considering […]
By Sue Bogoevska Every parent and grandparent wants the best financial experience for their children and grandchildren. The hope is to pass along the wisdom of their experience, so that their offspring avoid pitfalls and […]
By Nicole C. Milici Many men believe they need a Financial Advisor to outperform the market. Many women believe their man is making the best financial decisions for them, while not considering consulting a Financial […]
By Richard Ferri, CFA You can’t control the markets, but you can control how much it costs to invest in them. Mutual fund costs are often couched in terms of expense ratios and commission charges, […]
Courtesy Portfolio Solutions, LLC Greek mythology tells us that Icarus flew too close to the sun on wings made of feathers and wax. During Icarus’ escape from Crete, the heat from the sun melted the […]
Courtesy Portfolio Solutions, LLC Greek mythology tells us that Icarus flew too close to the sun on wings made of feathers and wax. During Icarus’ escape from Crete, the heat from the sun melted the […]
Don’t worry (too much) about outliving your money Courtesy Portfolio Solutions, LLC, North Dallas LIVING WELL Magazine Money is finite while death is permanent. However, people ages 44 to 75 fear outliving their money more […]
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