Will distributions from my roth conversion be penalized?
Want to do a Roth IRA conversion but avoid the penalties? Follow these simple rules and you won’t pay a10% penalty on distributions from a Roth conversion.
Read More
Pre-Retirement Checklist
This pre-retirement checklist breaks down the 3 key steps you should follow in order to make sure you’re truly ready to retire with confidence.
Read More
What Does A Financial Advisor Do?
What comes to mind when you think of hiring a financial advisor? Stress and anxiety or peace and...
Read More
Coronavirus Craziness! Investing with the virus
Are you worried about the Coronavirus and your financial and retirement planning? YOU’RE NOT ALONE! Should you buy more stock . . . or stay to the sidelines? I discuss Coronavirus and your money in this webinar.
Read More
3 Keys To Knowing “Are Financial Advisors Worth It?”
Are financial advisors worth it? Maybe . . . maybe not!
To know if a financial advisor is worth it you need to first understand if you can do it yourself, then assess the fees your financial advisor will charge and finally the value that your financial advisor can add.
Read More
The Secure Act Changed Your Required Beginning Date For ira Required Minimum Distributions
The Secure Act passed in 2019 and it dramatically changed your required beginning date for IRA required minimum distributions. Here’s what you need to know to avoid a 50% penalty!
Read More
How much do I need to retire? I’ll show you in 5 steps
How much do I need to retire? Well that depends on several factors like how much in Social Security and pension income you’ll have, what do you plan on spending in retirement, how much debt do you have and will you liquidate assets to cover retirement expenses.
Read More
12 ways to add 1.57% to 2.99% Per Year To Your Retirement Planning
Who wouldn’t want to add 1.57% to 2.99% to their retirement planning? According to Morningstar and Vanguard studies, smart financial planning and investment decisions can add from 1.57% to 2.99% to your bottom line in retirement!
Read More
How To Find A Financial Advisor You Can Trust in 5 Steps
You can find the best financial advisor for your situation in 5 steps. 1. Use widely recognized online tools, 2. Make sure you find a fiduciary financial advisor and get that in writing, 3. Check out their online ratings and reviews, 4. Investigate them thoroughly, and 5. Interview them.
Read More
Roth IRA’s Rock! An Interview with Johanna Turner, CFP
In this episode of the Wealth Summit I interviewed Johanna Fox-Turner. She answers several questions such as what is a Roth IRA, what if you can’t fund a Roth IRA, and discusses the value of Roth IRA planning including how to allocate your investments in a Roth IRA.
Read More
What is a homestead exemption
A homestead exemption can protect some—or all—of the equity in your primary residence in the event you’re sued by creditors AND it may provide you tax advantages.
Read More
How do financial advisors get paid?
Financial advisors get paid in a wide variety of ways including salary, commissions, fees only, and fee-based (fees plus commissions). It’s critical you understand the financial incentives behind your financial advisors’ advice to you.
Read More
