If I were to ask you, “Which strategy is best for your financial plan?” Would you know the answer? Would you think that there is just one right answer that made sense for everybody? Oftentimes when I read financial articles on the internet, I will see the…
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Archives for March 2021
When is Enough, Enough?
We have all seen those commercials that ask us what is our number? That number in the bank account that we think will make us happy. We tell ourselves “If only I can make X per year I will be set” But, whatever it is,…
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Should I Contribute to My Roth 401k
I’m going to walk through a quick process that I use to help our clients understand whether or not they should contribute to a Roth 401k. Step 1: Do you expect your future effective tax rates to be the same or higher than the current rates? If the answer is…
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Rich vs Wealthy
Rich and wealthy, two words that many people use interchangeably but mean vastly different things. Being rich means you have a lot of money coming in, but it does not mean you are wealthy. Being wealthy is not only having enough money to meet your needs but being able to afford not to work…
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