Ep #7: Pennsylvania Dutch Myth Busting
Ep #6: How Do I Know If I Have The Right Advisor?
Ep #5: Is The 4% Withdrawal Rule Dead?
Proactive Tax Planning 3 of 6
One Roth IRA Workaround for High-Income Earners
5 Common Planning Mistakes You Can Easily Fix
Sometimes progress is as much about knowing what NOT to do, as it is about figuring out what to do. The path to growing wealth takes some basic building blocks, but it also requires avoiding certain mistakes along the way. You may not think a lot about it, but small missteps can have big, negative impacts on one’s wealth accumulation over time.
7 Year End Financial Planning Considerations
As we flip the page to December, we often turn our attention to shopping, holiday parties, gift giving and family gatherings. It may seem like just yesterday you were planning your 4th of July, or your week long summer vacation. Sure enough though, Thanksgiving has passed, electric bills are skyrocketing from all the lights and Christmas carols are playing 24/7 on the radio.
The Three-Step Investment Process
Some of your investments will not work, for any number of reasons. The sooner you become OK with that fact, the more emotionally prepared you will be when it comes time to make the next important investment decision.