Filter Blog by:
  • Apr 9 2019
    someone typing a letter with a typewriter
    Client Newsletter 2Q19

    In 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
    magazine of the stock market and investments update
    Investment Newsletter 2Q19

    After 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 2019
    Direct 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 2019
    5 IRA Contribution Rules that Might Surprise You

    It’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 18 2019
    You Can Save More to Your IRA in 2019

    Do 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 2019
    Income 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 6 2019
    11 Retirement Planning Strategies to Jumpstart 2019

    The start of a new year is the perfect time to set new goals and save more. Here are 11 retirement planning strategies to jumpstart 2019.

  • Feb 27 2019
    two retired men playing chess at the park
    75 Retirement Tips from Petr Burunov

    By walking alongside our clients through retirement planning, we glean many insights on their success. Here are the top 75 retirement tips!