This blog is a repeat of the topic of a Back Door IRA. The reason I bring it up again is that Mega-Back Door Roth IRAs have been in the news a lot lately. I’ll discuss those next week but thought we should all be on the same page of what the Not-Mega (aka Regular)…
I am very excited to present an interview with Nina Anderson, Wine Expert with Wine Shop at Home! For over 12 years, Nina has been helping people learn about wine through private wine tasting experiences. She says, “I take the snobby out of wine, because it’s just wine and it’s meant to be enjoyed with…
“Regret theory suggests investors who sell at the wrong time and miss out on gains experience regret that affects their judgment, leading to subsequent market-timing mistakes,” says Sarah Newcomb, behavioral economist for research firm Morningstar and author of the book “Loaded: Money, Psychology, and How to Get Ahead Without Leaving Your Values Behind.” Reading…
Calling all Bitcoin and Tesla groupies! This one is for you! A Rebel was the child who said, “You’re not the boss of me,” to his parents and the adult who says, “You’re not the boss of me,” to, well, his boss. Think of Elon musk thumbing his nose in Congressional hearings, but letting…
As an Upholder (me), Questioners (people I may be married to) can drive me bonkers. My attitude toward tasks and decisions is, “Get the information from an expert (maybe two) and do it already.” I don’t tend to ask why, if it can be done better. I just want to cross tasks off my list…
Obligers are the most common of the Four Tendencies. They tend to make fabulous friends, co-workers, family members, and spouses. That is because, “they tend to meet deadlines, keep their promises and follow through for others.” Where Obligers struggle is in setting expectations that might fall under the category of self-care and following through. …
First of all, did you take the quiz? Click here if you want to take it now. Upholders will have taken the quiz because I asked them to, and they are curious about themselves. Obligers will have taken the quiz because I asked them to and, well, I asked them to. Questioners might not…
Alert, Dear Readers, I have found religion! No, it is not the International Church of Cannabis that is walking distance from my house. The Good Book to which I near constantly refer is Gretchin Rubin’s The Four Tendencies. This is the thirteen-question personality test I’ve been looking for all my life! Simple, easy to…
Being the ultimate in small businesses, a company of one, I’m always thinking of ways to have higher profit margins without sacrificing customer service or constantly raising prices. Sound familiar? So, here are three ideas from that awesome business coach, Mr. Internet, that might be helpful to us both. Don’t try to look “big”…
As a fair and balanced blog writer, this week I am following up a blog about why retirees should not worry about Roth conversions with three reasons why such a move could be a good idea. It’s a nice thing to do for your kids: Any IRA money inherited by your kids will need…
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