Blog Entries

If you are wondering what in the world a “backdoor Roth IRA” is, you’re not alone! In short, if you’ve been frustrated by the contribution limits associated with Roth IRAs, then read on – this article describes a strategy that designed to help. We all know that the IRS imposes annual contribution limits for both traditional and …

The Backdoor Roth IRA in a Nutshell Read More »

Heading to your first meeting with a new financial professional may be a lot like going on a blind date. Can you have anything in common? Can you click? Can you trust this other person with what’s most important to you? A strong relationship with your financial professional may be key in managing your finances, …

Making the Most of Your Relationship with a Financial Professional Read More »

As Samuel Goldwyn once said, “The harder I work…the luckier I get!” 1 But when it comes to investing, luck may play a huge role in outcomes—no matter how hard you work.2 Below, we discuss some ways that luck may impact your investing, as well as some steps you may wish to take to try to make …

Luck of the Investor: Making Your Own Luck on St. Patrick’s Day Read More »

If you’ve been wondering how to optimize your finances and ensure your money continues to work for you, a financial professional may be able to help. But the thought of turning over your most sensitive financial information to a near-stranger can be an intimidating one. To make this relationship work, you’ll need to place a great …

What to Know About Working with a Financial Professional Read More »

When saving for retirement, it often makes sense to contribute to employer-sponsored retirement plans to take advantage of any available employer match opportunities. However, not everyone has access to an employer-sponsored plan. Even if you do, there are reasons you may want to consider using Traditional and/or Roth IRAs to supplement your retirement savings. There …

Retirement Planning: To Roth or Not to Roth? Read More »

When choosing someone to help you prepare and file your taxes, you may be wondering exactly what criteria you should consider. How do you find someone to forge a professional relationship with for your needs? What questions should you ask, and what factors should you take into account when making your decision? Below, we discuss …

Five Things to Consider When Choosing a Tax Preparer Read More »

Whether you’re single, paired, or somewhere in between, Valentine’s Day may present the perfect opportunity to show your bank account some love. Below are four tips and tricks to set you on the path toward becoming your own financial valentine. Be a Goal-Getter If it’s been a while since you’ve set any financial goals for …

4 Ways to Be Your Own Financial Valentine Read More »

Regardless of whether you prepare your taxes yourself or use a professional’s services, it’s a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we’ve listed some key information you need when preparing this year’s taxes. Your Personal Information The personal information you may …

Tax Prep Checklist: Everything You Need to Be Ready for Tax Season Read More »

Financial stress can have a direct negative impact on a person’s health and happiness. Unfortunately, this may lead to a downward spiral. The more stress you’re feeling, the larger your financial hurdles may seem, and the more you may rely on unhealthy stress-reducing habits. Fortunately, there are steps you may be able to take to improve …

Five Healthy Habits for Financial Wellness Read More »

Getting ready for retirement is both exciting and daunting. While you are likely looking forward to the enjoyment and relaxation that retirement may bring, you are also cautious about ensuring you have enough money to be able to retire in the comfort you anticipate. If your retirement years are on the horizon, below are a …

Five New Year’s Resolutions for Those Nearing Retirement Read More »