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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 […]

Our resurgent economy grew at over a 6% pace in the first half of the year and is on track for over 5% growth for the year when 2021 draws […]

Buying Supplemental Insurance – Choosing a Medigap Policy  Retirement is a special milestone, but you need to be prepared for the journey ahead. Unfortunately, Medicare won’t cover all your healthcare […]

Here we are, another year winding down and a new one set to begin. The past two years have been somewhat of a chaotic blur to many of us. Think […]

In September 2021, the House Ways and Means Committee passed a measure to end the “backdoor” and “mega backdoor” Roth individual retirement accounts. I wanted to touch upon this subject […]

Medicare is a complicated system that can have many different rules and regulations. It’s no wonder the majority of seniors make mistakes with their Medicare coverage. This blog will discuss […]

Retirement is about looking back on all your hard work and accomplishments over the years and starting on a new life journey comfortably.  However, retirement is different for everyone, and […]

Owning a home is a goal that most people have. Owning a home allows you to have independence and complete control over your residence. Homeownership can be a sound way […]