Insights

Should I Have a Backdoor Roth IRA?
You’ve heard about this thing called a ‘backdoor Roth IRA,’ but what is it exactly, who uses it, and when is the right time to consider it? First, a little preamble. Roth IRAs are a wonderfully tax-advantaged retirement savings account that allow you to save and grow...
Stock Market Predictions: 5 Reasons Why Financial Psychics are Flat Out Wrong
Every single first week of January, no matter what new year, the media starts spinning stories and stock market predictions. What’s going up? What’s coming down? What’s in Vogue (in the Wall Street Journal). I suppose it’s kind of a basic human trait to imagine that...
Debunking the Real Estate Myths: 5 Things Future Homeowners Need to Know
So, you’re ready to buy a house. You’ve had the dream a long time, and this year, smack in the center of your vision board, you’ve got an image you cut out of a magazine to represent moving in to your dream house. Last year I was invited to share some insight on the...