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  • financial advisor for over 50

Important Birthdays Over 50

January 23rd, 2025|Comments Off on Important Birthdays Over 50

Age 50 At age 50, workers in certain qualified retirement plans are able to begin making annual catch-up contributions in addition to their normal contributions. Those who participate in 401(k), 403(b), and 457 plans can [...]

  • job loss

Retirement Strategy After a Job Loss

January 9th, 2025|Comments Off on Retirement Strategy After a Job Loss

Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You're not alone if [...]

  • Backdoor Roth IRA

Can I Create a Roth IRA if I’m Over the Income Limit?

December 26th, 2024|Comments Off on Can I Create a Roth IRA if I’m Over the Income Limit?

Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This strategy involves converting a traditional IRA to a Roth IRA. The idea, often referred to [...]

  • dog and pet expenses

Doggy Pay Care – Budgeting for Pet Care

November 7th, 2024|Comments Off on Doggy Pay Care – Budgeting for Pet Care

Creating a Budget for Dog Parenthood Are you thinking about bringing a loyal, frisbee-chasing, treat-seeking, sock-stealing, face-licking, tail-wagging, bed-cuddling Canis familiaris into your life? If so, you’re in good company. According to Forbes Advisor, 65.1 [...]

  • Backdoor Roth IRA

Unravelling the Rising Cost of Living

October 24th, 2024|Comments Off on Unravelling the Rising Cost of Living

Understanding What Drives Higher Prices Can Help Improve Retirement Planning According to the Employee Benefit Research Institute’s 2024 Retirement Confidence Survey, 83% of workers are concerned that the higher cost of living will make it [...]

  • Roth or Traditional 401k

Roth or Regular? Your 401k or IRA Choices

October 10th, 2024|Comments Off on Roth or Regular? Your 401k or IRA Choices

Taking Advantage of a Roth Contribution Option Can Give You Some Flexibility in Retirement According to Vanguard’s “How America Saves 2024,” 82% of employers offer a Roth 401(k) option in addition to a traditional, or [...]

  • spoofing

3 things to know about the coming estate tax exemption sunset

August 13th, 2024|Comments Off on 3 things to know about the coming estate tax exemption sunset

Tax Cuts and Jobs Act is scheduled to sunset. Get your planning done soon so you don't miss out. "Due to personally owned life insurance and estate growth over time, more clients than you might [...]

How Biden’s Withdrawal Impacts Your Investments

July 31st, 2024|Comments Off on How Biden’s Withdrawal Impacts Your Investments

The State of Play In a July 21 open letter posted on social media, President Biden wrote that he has concluded “it is in the best interest” of the Democratic Party and the country [...]