Thoughts on Proposed Tax Cuts
First, let me state that this post is not political in nature but rather my take on what Congress is trying to do with tax reform. As someone who prepares taxes for people in my community and has advanced [...]
Planning Early for Retirement
Retirement is not something that you should wait to plan for. In fact, the sooner you can begin planning the better off you will be when it is time to retire. So where does one begin you may ask? The [...]
ROTH IRA’s and What You Need to Know
Are you saving for your retirement? Do you own and contribute to a ROTH IRA? If you are not, I hope you will consider a ROTH and if you have one you need to be aware of some ROTH centered facts. Yes, there [...]
Automatic Investing
For those who do not want to actively participate in their portfolio management, there are a few distinct choices available to you. One path is the newer robo-advisors that are popping up all over the [...]
Financial Plans that are Affordable
Here I have decided to take a moment to stop and introduce myself a little and discuss my credentials. First, I have been employed by the federal government since 1999 as either a bank examiner or a [...]