A friend called me a few weeks ago wondering if I had time for a personal finance question. I was watching “Shark Tank,” so I was primed for a talk about money! He’s upgrading to a bigger house and needed … Read more
Tag Archives: IRA
It’s that time of year again. The holidays are over and Punxsutawney Phil is promising an early spring, but before that we’re still in the thick of tax season! While tax season usually conjures images of 1040s, W-2s, and sifting … Read more
As the holidays approach, I begin to evaluate my clients’ portfolios and look for year-end opportunities. Here’s a list of to ensure that you’re not leaving anything on the table.
- Get more out of tax-loss harvesting.
- Tune up your portfolio
October 18 kicks off National Save for Retirement Week. Never heard of it? Don’t worry, because I don’t think many people have. Celebrated the third week of October, it’s a national effort to raise public awareness about the importance of … Read more
During the course of a year, I read a lot on the topic of investing and personal finance. Articles, blogs, books, tweets, white papers, journal pieces, etc.
I read some good stuff (and I read, unfortunately, too much bad stuff). … Read more
I recently ran into a retired Vanguard colleague, and he asked about what to do with his RMD. He’s in the enviable position of not needing his RMD in order to meet his spending needs. But, he’s not alone.
A … Read more
Recently, one of us (Maria) was at a bank trying to set up a small custodial IRA on behalf of a nephew and was told that “a minor can’t have an IRA.” It was an interesting experience, and one we … Read more