Welcome to my blog where I share ideas to help people learn about financial strategies, ideas, and solutions to most effectively manage and preserve their wealth at any stage of life.
- Thinking About Leaving an Inheritance to a Minor?Leaving an inheritance to a minor is not as easy as writing a name down on a form. Here’s what you need to think about if that is part of your future plans.
- Can You Accurately Calculate How Much You’ll Need for Retirement?The traditional numbers for retirement saving may be changing and you need to think about how that impacts you.
- Social Security and Retirement of the FutureWhat role does Social Security play in your retirement planning?
- Roth Conversions: Fun at Any AgeYou can convert money into a Roth IRA at any age. Here’s what to keep in mind when deciding to do so.
- A Reminder to Diversify Your PortfolioThe debt limit discussions a few weeks ago serve as a good reminder to diversify your portfolio and investments.