Taking the Fear Out of Finance with Laura F. Redfern, CFP® 7 Things You Should Know About… Roth IRA’s Brush your teeth, eat your veggies, contribute to your Roth IRA… most of us would agree these are good things to do. And yet most of us, if pressed, would also …
So far, 2014 has been a complete rollercoaster. After a sad start to the year and a small sell-off in January, we got a nice rebound, recently getting back to new record highs on the S&P500. Strength in Technology and Healthcare have remained constant, though. What we found more interesting, …
I have to say we’ve had it pretty easy for the past couple of years. We’ve been long overdue for a correction and it looks like we are getting one. Our more conservative strategies have been positioned for this move. Some of our more aggressive strategies took action last week …
Making Life Less Taxing with David Featherston, CPA: Year-End Deadline for Roth IRA Conversion… Read All About It! This is the time of year to contemplate funding an IRA for 2013. You have until April 15, 2014 to fund an IRA, but you may wonder which type of IRA – …
Taking the Fear out of Finance with Laura Redfern, CFP®: 3 Things You Should Know About… GIVING THE GIFT OF EDUCATION College savings strategies can be complex, and should be customized to your particular situation. I hear a lot of questions about making educational gifts at this time of …
During this magical time of year, I hear a lot of questions about making educational gifts. So I’m breaking up my “3 Things You Should Know About…” blog into 3 parts to address the 3 Most Common Savings Gifts. Wednesday’s post, Part 1 addressed government savings bonds. Today, Part 2 …
Taking the Fear out of Finance with Laura Redfern, CFP®: On the first day of Christmas, my grandma gave to me… a contribution to a 529 college savings plan! OK, that’s probably not the version that you enjoyed singing as a child, but it could be a great gift idea, …
It feels like October 2007 all over again: We saw new market highs, retail investors are feeling like they’ve missed the boat and are getting more interested in taking on more risk. That was my initial impression on October 1 of this year. However, since the US Government shutdown and …
Taking the Fear out of Finance with Laura Redfern, CFP®: I recently had a client tell me that the best financial advice she had ever received was to NEVER get into credit card debt. Sure, we all know that carrying credit card debt isn’t smart. Or fun. Or glamorous. In …
August turned out to be an interesting month for the markets overall. Each potential turn-around was thwarted by negative news events, mostly relating to Syria. “The US is going to attack Syria! …No, wait. Not now, but soon! Ok, Dad (England) says NO so let’s ask Mom (US Congress)…” and …
