I’ll make this quick: Roth Conversions for people entering retirement are often not the best idea, despite what you read in (numerous, unending, relentless) articles in financial media. Yes, some of you may have outsized buckets of tax-deferred money, which…
Waaayyyy back in the day, when I worked for a large discount brokerage that shall remain unnamed, but was headquartered in Boston, and still shall remain unnamed, management introduced a groundbreaking new software called the Retirement Income Planner. The irony…
Have you ever wondered why your financial advisor describes your retirement readiness in terms of a known gambling mecca? Is he or she so uncertain of their advice, that they are actually saying it’s all just a crap shoot? It…
It feels like a tale of two economies out there. On the one hand, headlines talk of lower unemployment claims and plenty of job openings. On the other hand, clients from experienced professionals to my teenaged kids are sending out…
The Oracle is not me. It’s always good to hear wise words from someone who has been there and done that. When world news seems ever more dire, you may be wondering how to handle your investments in the face…
A huge red flag when I’m talking to potential new clients is when they are upset at their current advisor about their returns. Especially when I hear things like, “I’ve been with this guy 2 whole years and haven’t made…
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