I got a nice surprise when I looked at the Amazon ranking for Wealthfulness on Monday morning. (Yes, I admit I check the rankings from time to time.). As I write this post, Wealthfulness is ranked #10 in the Kindle Store for Retirement Planning and #33 in books for the same category. It’s not yet […]
Retirement Planning Articles: Reaching Your Lifelong Goals
For some it's something to worry about long in the future, and for others it's a frightening reality just around the corner. Whether you are on either end of the spectrum or somewhere in between, planning now for your retirement will help put your goals within reach.
2019 IRA Contributions – You still have time!
Yes, markets have been volatile over the last 3 months, but don’t let short-term moves in the stock markets interrupt your long-term retirement goals. IRA contributions are designed to be long-term investments. If you were planning to make an IRA contribution when this year started, but you still haven’t done it – what are you waiting for? […]
2018 IRA Contributions
Don’t forget about your 2018 IRA contributions. As you know, Lance and I are big fans of Roth IRA savings. We’re also in favor of lowering your tax bill whenever possible. Even if one or both of you are not working full time, you may still be able to contribute to a Traditional IRA, Roth IRA […]
Clarity, Simplicity, Transparency: New Dimensions Wealth Management
It’s a recurring theme for me: a potential client walks into the office looking for minor tweaking of their “financial plan” which consists of a mess of investments and no actual plan at all. This scenario is all too common in today’s complicated financial landscape, and it prompted me to create New Dimensions Wealth Management […]
Prioritizing Retirement vs. Education Saving
Financial planning is not about meeting every goal you have. Instead it’s about setting priorities to achieve the ones that are most important to you. Every financial decision requires a cost versus benefit analysis. Most people simply can’t afford to do EVERYTHING on their goal list. One of our jobs as financial planners is to […]
Saving for Retirement: Roth vs. Traditional IRAs
A question I get asked frequently is whether a client should invest in a Traditional IRA or Roth IRA. Unfortunately, this isn’t always an easy choice. Anyone who has spoken to me (at least about retirement accounts) knows that I am a big fan of Roth IRAs. But as much as I think Roth IRAs […]
