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WHY PURCHASING AN INCOME ANNUITY MAY NOT MAKE SENSE

Guaranteed income annuities (also known as immediate fixed annuities) are becoming increasingly popular as a result of recent stock market volatility.

TEN COMMON TAX MISTAKES (PART TWO)

Today we get to the remaining most common tax mistakes.

TEN COMMON TAX MISTAKES (PART ONE)

As my business card states, I am a fee-only financial planner. An independent financial advisor is very different from an accountant, so this posting should not be construed as tax advice.

WHY ROTH CONVERSIONS AREN’T FOR EVERYONE

As mentioned in previous postings (Minimize Your Tax Bill and Recharacterizing a Roth Conversion), converting a traditional IRA to a Roth IRA is likely not beneficial for investors who believe they will be in a lower tax bracket during retirement than during their working years.

SYNERGY IN FINANCIAL PLANNING

Synergy has become a popular term these days. There are books available on synergy relating to food, clothing, fitness, and physical and mental health to name a few.

THE TRUE PURPOSE OF FINANCIAL PLANNING

As a financial advisor, I’ve found my clients ask a broad range of questions concerning their financial situation. However, these questions are all elements of one basic question: “am I going to be okay?”