Most of the clients I serve in my financial planning practice are either in the midst of a career transition or planning ahead for one. The transition may be retirement, a second career, or a job transition...
Learn MoreI am a big fan of investing in low cost index mutual funds instead of more expensive actively managed funds. An index fund simply owns all the stocks or bonds in a particular index (S&P 500, Russell 3000,...
Learn MoreIf you expect your tax rate this year to be less than what it will be after you are 70½, consider a Roth IRA conversion. You will pay income tax on the funds you convert from a traditional IRA, but it...
Learn MoreWhen I first set up my financial planning practice two years ago, I decided to obtain the Enrolled Agent designation from the IRS so that I could offer tax preparation services as a value add for my financial...
Learn MoreThose who experience a job transition (voluntary or involuntary) often have annual income levels that vary significantly during the transition period. Income fluctuations can be caused by severance payments,...
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