Socially Responsible Investing: How do you Manage the Managers? Let’s say you’ve made the decision to move from traditional investments to a socially responsible fund. How do you know if a fund you are looking to purchase is actually avoiding firearms? Are the funds investing in oil companies? Are there ESG funds that have more …
In my last blog, I covered Roth IRAs and Roth 401Ks. If you missed it, you can find a link to it here. However, I find that many of my clients are over the Roth IRA income limits and therefore ineligible to contribute directly to a Roth IRA, and their 401K may not allow Roth …
Socially Responsible Investing: What is it? If you are passionate about a particular cause such as global warming, equal rights or firearm safety how do you take action? Realistically, there are two entities than can enact widespread change: governments and corporations. If you want political change you can protest, donate to a special interest or …
One of the most frequent questions that I get in my practice is about Roth IRAs, and more recently Roth 401Ks. Roth accounts can be a very important part of a retirement portfolio, but I find that most investors don’t fully understand how they work. So, to clear up the confusion, let’s go through the …
Time really does fly. It does not seem like that long ago when I was sitting there in the ICU, machines beeping a consistent cadence in the background, gazing in disbelief at my father. The minute I walked into that room; I knew this was different. I had sat by his hospital bed before, but …
With the pandemic hitting in 2020, we found ourselves stuck in our houses which was hard for everyone. My family and I had moved into our house about six weeks before COVID-19 shut down and with little to do to entertain our two-year-old, I did what everyone else did. I looked at buying a swing …
What my Son’s Playscape Can Teach Us About Valuing Assets? Read More »
People may look at someone that is successful or wealthy and assume it was the result of God given talent or that they got lucky. People tend not see what it takes to get to a certain level or achieve a desired result. The reality is that in most cases, success or achievement is the …
Sometimes we focus on the wrong thing. We focus on the result, not the process. With retirement planning, everyone wants to know what their magic number is. How much will a person need to retire comfortably? In reality, that number can change based on many factors of a person’s retirement. We should disengage from traditional …
At the moment, I’ve been a father for a little over three years which means I’m an expert and I know everything about being a parent. Just kidding, I feel as thought I have a long way to go and I’m not sure I’ll ever get there. In the mode of “I’m teaching them, but …
