It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.
Podcast
Financial “Strategies” That Just Don’t Work
Let’s talk about some financial planning “strategies” that don’t really work (even though some people, even some financial advisors, believe in them).
Hidden Gems In Your Retirement Plan
If you’re like most people, you probably have some financial accounts that you haven’t paid much attention to recently. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better use. Let’s talk about some of the accounts that people tend to ignore for too long.
How To Avoid Critical Retirement Planning Mistakes
Let’s talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees.
Are You Paying Attention To Your Biggest Assets?
If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. Is it possible you should be putting a little more thought into some of these assets?
Active Vs Passive Management
Many people can get these two styles of investing confused, but today we look to gain clarity on these two terms. We talk about the main differences between an active versus passive management strategy and the situations that are suitable for each strategy.