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BACKDOOR ROTH: NOT SO ``HUSH-HUSH`` Summary: If modified adjusted gross income (MAGI) is too high to make direct Roth IRA [...]

DIVORCE Today, I’m talking about a topic that can be one of the most difficult times in your financial life:

Money Team Today, I would like to discuss three key players who are important to have in your corner when

Net Worth Today we are going to talk about Knowing Your Number, or your net worth.   Your net worth is

TALKING TO YOUR SPOUSE ABOUT FINANCES Today I’m diving into the details of something many of us find difficult-talking to

SHORT VS LONG TERM INVESTING Today we are going to discuss one way to minimize risk when we invest: by 

MULTIPLE STREAMS OF INCOME: PROS AND CONS As a financial planner, I am constantly explaining the benefits of diversifying investments

Financial Good Fortune Takes MORE THAN JUST LUCK With St. Patrick’s Day right around the corner, you are likely to

ROTH IRA (INDIVIDUAL RETIREMENT ACCOUNT) Today we are going to talk about Roth IRAs. If you remember from last week,

TRADITIONAL IRA The Traditional IRA.  An IRA stands for an Individual Retirement account.   You can open an IRA at a