For your favorite financial advisor (I’m assuming that’s me), the life lessons keep on coming. First, it was parenting. “How hard can it be to keep your kids out of trouble/drugs/therapy?” thought I. “HA hahaahaha,” replied the universe. The latest has been my experience downsizing. I knew I needed to get out of my big…
The Mega-Back-Door Roth 401 (k). Oh, how the government likes to look like they are helping us create our own financial security in the face of a very small social safety net for our country’s ill and elderly. And you know who else loves it? That’s right, the financial news industry! Every time the government…
If you’re age 50 or older, you’ve probably heard of “catch-up contributions.” It’s the IRS saying, “You are making more money, maybe those expensive kids are launched, go ahead and pile on the retirement savings. We’ll let ya.” Up until this year, you could also protect those extra contributions from current income taxes. But, as…
What is the trickiest part of being a financial planner? Is it outsmarting the markets? Knowing the “best” investments to recommend to clients? Figuring out someone’s lost crypto-wallet password? None of the above! At least not for me. The hardest part of financial planning is helping people determine that just-right amount of retirement spending. That…
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