Blog

History has proven investors who remain consistent with their financial plans will more often be rewarded for their patience, than those that are not. Every year we expect the market […]

A lot of people don’t know where to start with financial planning; as a family financial planner, I’ve worked with people at all stages of life with different lifestyles, incomes, […]

As you may know, I’ve recently had my fourth child, a beautiful baby girl, Isla. My wife and I are ecstatic to have our first girl and fourth child, and […]

A Roth conversion transfers your traditional retirement accounts (IRA, SEP, or SIMPLE IRA) into a Roth account. Congress is looking at banning backdoor Roth and mega backdoor Roth conversions, which is why […]

Life comes at us fast; it may sound trite and cheesy, but it’s true. While some days, weeks, and even years (pandemic times) may feel slow, when looking back at […]

For many people, a 401K is their primary retirement savings plan, and they focus on contributing as much as possible as fast as they can. But, reaching the maximum yearly […]

The Super Bowl Indicator suggests stocks rise for the full year when the Super Bowl winner has come from the original National Football League (now the NFC), but when an original […]

We’ve all heard the adages or sales pitches that claim “if we only skipped that Starbucks coffee twice a week,” we could retire rich at 60 and never have to […]

Pick your favorite narrative- all true as of 1/25/22. 1) Stocks plummet 7-10% to start 2022, or 2) Stocks start 2022 by giving back ~1/4 of the S&P500’s strong and […]

When I last brought up the mega backdoor Roth IRAs ( Nov 2021) and the opportunities these tax strategies provide wealthier individuals, there was much political debate on whether or […]