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July 8, 2018

Planning for Uncertainty

As you may or may not have noticed, the markets and economy are starting to get a little more volatile. This doesn’t mean bad – volatility just means it is unpredictable. Unemployment is very low right now, which tends to mean a growing economy and some inflation – hopefully on wages! With inflation starting to…

Investing Money

June 8, 2018

Rescuing Retirement

I came across this news story about Millennials and retirement. I have not read the book yet (although I just ordered it and will read it shortly) but the idea seems pretty straightforward. Being a millenial, and having a client base that skews heavily millenial, I thought it would be worth a few minutes to…

Investing Money

November 18, 2017

ROTH versus Traditional

I get asked a lot about whether people should put their money into a ROTH IRA or a Traditional. It is always a tough question and usually the answer is “it depends”. But I thought I would lay out a little quick “rule of thumb”. First a quick refresher: A ROTH IRA (or 401(k)) means…

Investing Money