Last Updated: 5/28/2021 In today’s blog post, learn 3 reasons why it may be advantageous for you to start converting some of your IRA to a Roth IRA (known as a Roth IRA Conversion). Doing so could significantly improve your net worth and protect you from an uncertain political future.
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This week, I’m sharing an article from ETF.com titled Perils of Owning Individual Stocks. Author, Larry Swedroe, discusses why buying individual stocks is a very risky proposition. As you read the article, you will discover some very interesting facts about owning individual stocks that squarely places the odds OUT of your favor. My favorite stat
Articles of Interest: Perils of Owning Individual Stocks Read More »
In my experience of working with clients over the years, I often times see that people neglect to sign up for disability insurance through their employer. In today’s blog post, I will discuss whether or not it’s wise to forgo this coverage.
Is Disability Insurance Necessary? Read More »
This week I am sharing an article from Yahoo Finance titled Warren Buffet: I Still Like The Stock Market Because Of The Bond Market. In this article, author Myles Udland, shares a comment that Buffett made to CNBC. Buffett said, “Stock valuations makes sense with interest rates where they are.” At first glance, it seems
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If you’ve watched any silver commercials lately you would think that silver is a “can’t miss” asset and something that you should definitely own. I recently saw a silver commercial from Lear Capital and noticed that it is significantly flawed and preys on the uninformed. In today’s blog post, I will point out two major
Have You Seen The Recent Silver Commercials? Read More »
This week’s Articles of Interest is a continuation from last week’s article. Last week I shared an article that discussed the tax reform plan released by the House. This week, the Senate unveiled a plan of their own which differs from the House plan. Today’s article from WealthManagement.com is titled Everything You Need To Know
Articles of Interest: [Breaking News] Tax Reform Part II Read More »
Did you know that using an IRA to pay for college is allowed and is exempt from the 10% early withdrawal penalty? But the real question is whether or not you should use the IRA in the first place. Perhaps you didn’t initially save for your children’s college education, but now you’re at a point
Using An IRA To Pay For College Read More »
On Thursday, the House GOP released an outline of their proposed tax reform bill known as the Tax Cuts and Jobs Act. In today’s Article’s of Interest, I am sharing an article from ThinkAdvisor titled GOP Tax Reform Bill Unveiled: A First Look. This article provides an overview of what is being proposed. Included are
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I was recently watching on The Weather Channel an episode of SOS: How to Survive. If you’re not familiar with this show, it’s essentially a re-enactment of people who got lost (in the woods, mountains, desert, etc.) and what we can do / learn to survive those types of situations. In this blog post, I
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Throughout the week, I run across articles that may be of interest to you. In this week’s article, Mary Beth Franklin of Investment News outlines the COLA increase recently approved by the Social Security Administration. In addition, Mary Beth discusses other nuances to Social Security as well as how the COLA increase could cause some
Articles of Interest: Social Security Benefits To Increase Read More »
A client of ours recently turned me on to Dashlane, a very popular password manager. I had never given much thought to using a password manager, but it prompted me to do a little bit of research to understand the pros and cons of using one. I reviewed three of the leading password management apps
Are Password Managers Worth It? Read More »
Yesterday marked the 30-year anniversary of when the financial markets were disrupted in a way never before seen. October 19, 1987 is infamously known as Black Monday. On that day, the US Stock Market (Dow) dropped 22.6%. That is the largest one-day drop the stock market has ever experienced. This week’s Articles of Interest is
Articles of Interest: 30 Years Ago… Read More »
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