Don’t be nervous. We’re not going to judge you. Some people come to us with specific issues that they’d like addressed. Others come with a vague sense of unease – that things aren’t as they should be. We function as your financial doctors. We’ll ask questions, poke and prod, and eventually come up with a […]
Compound interest is a miracle over time – how interest upon interest builds up. In this video we lay out the case to start saving now! The first dollars you save are the one that will hardest for you over the years.
The emergency fund is meant to protect and preserve. Life’s emergencies aren’t a matter of whether they occur – they surely will – but rather when they occur. Since by definition emergencies don’t happen on a schedule, it is important to save into the eventuality.
You may not be able to contribute directly to a Roth IRA because your income is too high. But there is sort of a back-door way to do it. You can convert all or part of your traditional IRA into a Roth. In this video we’ll tell you about the tax consequences.
When you took out your student loans, you made a bet with yourself – that the education you gained would qualify you for work that would be high-paying enough to repay the loans. How’s that going for you? Yes, there are income repayment plans with eventual loan forgiveness. But do you know that there’s a […]
Your budget is your servant – not your master. Yet why do so many people refuse to write one out? In our humble opinion, EVERYONE needs a written spending plan – budget – that runs out one year.
These are the top five blunders Glenn sees based on years of doing personal financial planning with clients. Are you guilty of any of these?
What’s your biggest asset? It is probably your income – or more to the point, your ability to earn an income. You insure your car and your house. Doesn’t it make sense to insure your ability to earn a living?
Is it your goal to quit work by age 55? Or even 50 perhaps? This video will cover several important considerations for you, particularly tax implications.
Anyone who owns assets needs to do estate planning. This can be as simple as an I-to-you will, or involve a series of complex trusts. An integral part of financial planning, the disposition of one’s assets is just as important as the accumulation of those assets.