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Feb 13, 2021

Tax-Free Income In Retirement

For those unfamiliar with the Backdoor Roth IRA, this strategy entails making nondeductible contributions to an IRA and subsequently converting those assets to a Roth IRA.

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Feb 1, 2021

COVID and the Markets – A Year Later

After a surprisingly strong 2020, the stock market continued to perform well through most of January. No one knows what the rest of the year holds, so make sure that your portfolio reflects your long-term goals.

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Jan 28, 2021

GameStop Mania

While many view the Gamestop "short squeeze" as a victory for the 'little guy,' the story remains unfinished. Many individual investors stand to lose out considerably if the share price falls back to realistic valuations.

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Jan 25, 2021

What Should I Do With My Inheritance?

Baby Boomers are aging. There's no question; money is shifting hands over the next forty years. The Great Wealth Transfer will look different for everyone.

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Jan 18, 2021

Inflation and the Great Fed Money Pump

The role central banks across the world played in orchestrating an economic recovery cannot be understated. While their efforts succeeded in pushing the stock market to fresh record highs, the prospect of meaningful future price inflation as a consequence is very real.

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Jan 11, 2021

COVID Stimulus #2 and Personal Tax Planning Strategies

After months of debate, Congress finally passed round two of economic relief. Along with the allocation of spending dollars, what are some of the other benefits for taxpayers?

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Jan 4, 2021

The Latest Stimulus, What Does $900 Billion Buy

The positive impact from the previous stimulus has encouraged another package. For individuals that qualify for a stimulus check, the money should arrive shortly.

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Dec 21, 2020

Fraud in Unemployment Claims

Identity theft criminals are always crafting new ways to tap into the financial resources of others. That's not going to change, even with a COVID vaccine. Earlier this year, my husband received a letter regarding an unemployment claim filed in his name.

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Dec 14, 2020

Are You Guaranteeing Losses in Your Portfolio?

After this year of volatility, some investors may want to reduce their portfolio risk and shift toward less risk or risk-free investments. These types of shifts provide protection with a small positive return. Right? Well, not always.

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Dec 7, 2020

Medicare and Medicaid – What’s the Difference?

Many see Medicare and Medicaid as very similar. While they do have some similarities, the types of benefits and services of each can be distinctly different.

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Dec 2, 2020

What is Robinhood?

What is Robinhood investing and is it safe to use? How is it different from using a traditional investment manager?

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Dec 2, 2020

How COVID-19 Impacts Real Estate

While it seems the economy has bottomed out and the recovery has begun, high unemployment and the prospect of a "second wave" of COVID-19 cases continues to create uncertainty for many businesses, including the real estate market.

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