In this video, David used examples from our tax planning service to demonstrate what a Roth conversion plan might look like and how systematic Roth conversions can create a higher after-tax net worth in the future.
A recovery after a significant downturn in the markets is often marked by steep growth. If you sell and flatline, you will likely miss the market’s natural recovery and thus your own personal future recovery becomes very difficult.
A 2007 article that stands the test of time. This is the year you should keep your financial resolutions. Getting help from an objective advisor can provide both a powerful catalyst for action and real peace of mind.
Charles Dickens’s A Christmas Carol is one of the best stories for talking about economics. This 2003 – 2012 series uses the classic tale to illustrate different financial personalities, principles, and philosophies.
As this 2003 post remind us, “The worst financial problems stem from trying to live a champagne and caviar lifestyle on a beer and chips budget” and it has a few common sense rules to uncommon cents savings.