Target-date mutual funds have gained popularity in recent years as a convenient and seemingly straightforward option for retirement investing. However, despite their appeal, there are compelling reasons why investors should carefully consider whether target-date mutual funds align with their financial goals and preferences. In this post, we’ll explore some advantages and drawbacks of target-date mutual […]
Long Term Investment Truths Part 2
Long Term Investment Truths Part 1
The Hidden Cost of Owning Too Many Investments – Part 2
The Hidden Cost of Owning Too Many Investments – Part 3
The Hidden Cost of Owning Too Many Investments – Part 1
Learning from Biases and How They Affect Our Financial Choices
Tuning Out the Noise from the Financial Media
Starting a Roth IRA for a Child or Grandchild
Do you have a child or grandchild earning some income? Indirectly, that after-school or summer job might present a savings opportunity for that teenager. You could help your child or grandchild save for future goals by assisting them to create and fund a Roth IRA. So many people wish they had begun saving for retirement […]
The Backdoor Roth IRA
Does your high income stop you from contributing to a Roth IRA? It does not necessarily prohibit you from having one. You may be able to create a backdoor Roth IRA and give yourself the potential for a tax-free income stream in retirement. The Backdoor Roth IRA, a move that high earners can make in […]