What is a backdoor Roth IRA? This has become a common question I get with investors that might be over the income limit to contribute to a Roth directly. To be totally clear, a backdoor Roth IRA is more of a strategy than a type of account. A Roth [...]
Did the recent market volatility force your hand (and mouse) to sell your portfolio and sit in cash? Don't worry. You aren't alone. Many investors - when they lack a market pullback strategy are gripped with panic and stress and sell out of the market at some point. Maybe [...]
No matter what you want to blame it on (Omicron variant, inflation, Ukraine, politics, UFO sitings, etc.), 2022 didn't get off to a very good start in January. We even moved into "a market correction" briefly before a small bump in the last two days of the month. [...]
When approaching retirement, clients have saved a decent amount of money in their 401ks, IRAs and pension accounts. But should they use those funds to pay off their mortgage when they retire? The first task is to get your mortgage info together. You'll need to know your balance, interest [...]
Market corrections (a 10% or more drop in the market) can be scary. The media doesn't help that either. Just take your local news for example - When the market is positive or has a "normal" pullback, you might get a graphic flashed before a commercial. When there's a [...]
