A Roth IRA is a great option for those looking to save after-tax dollars, offering the opportunity for tax-free growth, and favorable distribution rules. Unfortunately, eligibility to contribute to a Roth IRA is subject to multiple restrictions, which can cause confusion when determining if you are … [Read more...]
Roth IRA Contributions
Start of the Year Considerations
The beginning of the new year is the perfect time to consider the various factors that influence your financial plan. Incremental changes that occur over the course of many years may not seem very meaningful, but over time they can result in significant changes to your financial circumstances. We … [Read more...]
Open Enrollment
Predicting rain doesn’t count. Building arks does. - Warren Buffett Are you considering changing your Medicare coverage? Medicare’s Open Enrollment Period for 2024 began on October 15th and ends on December 7th. Now is the ideal time to evaluate whether this is the year to change your … [Read more...]
Caring for Aging Parents
Life isn't about finding yourself; it's about creating yourself. So live the life you imagined. - Henry David Thoreau Caring for Aging Parents Being a caregiver for aging parents can be emotionally draining and can have financial ramifications both for parents and for caregiver … [Read more...]
Reviewing Insurance Coverage
When everything seems to be going against you, remember that the airplane takes off against the wind, not with it. –Henry Ford What to Know About Reviewing Insurance Coverage and Policies Perhaps you... have new health care concerns, or you are losing coverage, and need to update … [Read more...]