Posts
Generational Money Investing
If you are retired and taken a close look at your investments and your income needs you may find you have more money than you will ever spend. If you don't know if your retirement money will be enough for you then we should meet and discuss…
The Myth of Compound Interest
Many people have heard the phrase "compound interest is the 8th wonder of the world"! Wrong, for most people with little money saved up (most people have less than $10,000 saved for retirement), compound interest is basically worthless. You…
Why Health Savings Accounts are Fantastic for Retirement!
HSA's have fantastic tax benefits!
Take Advantage of Tax-Free Roth IRA
Yes, I am referring to you. My favorite retirement savings vehicle is the Roth IRA and you may be wise to use it. There are 3 ways to fund a Roth IRA.
1. FRONT-DOOR Roth Contribution - Contribute directly if - Married family income…