Resources
- Apr 18 2019
Could Owning Too Much Real Estate Hurt You?Real estate can be a great investment, but I have seen my clients’ retirement savings fail because they put all their eggs in one basket. Here's why...
Apr 9 2019
Client Newsletter 2Q19In my last quarterly letter, I talked about the value of having a written Financial Plan. I urge you to get a written plan and keep it up-to-date...
Apr 9 2019
Investment Newsletter 2Q19After one of the worst quarters in a couple of years, risk assets recovered strongly in 1q19. Here's an update on our view of the world and markets...
Apr 4 2019Direct Transfers vs. 60-Day Rollovers – Which is Better?Eventually, you may want to transfer money from a retirement plan to an IRA. You can either choose a direct transfer or a 60-day rollever. Which is better?
Mar 27 20195 IRA Contribution Rules that Might Surprise YouIt’s that time of year again! The deadline to file your taxes is just around the corner. Here are 5 IRA contributions rules that you might not know about...
Mar 25 20197 Overlooked Costs of Retiring AbroadCouples often look to other countries for an affordable retirement. However, hidden expenses can creep up. Here are 7 hidden costs of retiring abroad...
Mar 18 2019You Can Save More to Your IRA in 2019Do you save for retirement? Here’s some good news! In 2019, you can contribute more than ever into your IRA. Here are the new limits...
Mar 15 2019Income Tax 101: What’s Taxable?As you prepare your tax returns, it’s helpful to have a good understanding of how you are being taxed. Here is the breakdown on what's taxable...
Mar 13 2019Reminder: Contributing to Your IRA by April 15 Could Lower Your 2018 Tax BillHere is your annual reminder to contribute to your IRA by April 15th for a potentially lower tax bill before you file your tax return.