I recently found myself watching the movie Lincoln, which made me think about the map vs. compass debate. This Steven Spielberg epic, provides a fascinating study in leadership. The particular scene that brought me to write this blog is the one between Thaddeus Stevens, played…
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Archives for October 2021
Is Back-Door Roth Going Away?
Did you know that there could be some major changes coming to the backdoor Roth IRA? The recent proposed tax changes have gotten a lot of attention in the news lately. This has also spawned quite a few questions from clients and acquaintances. Perhaps the…
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Financial Planning: 13 Lessons Learned
As I mentioned in 20 lessons I have learned in 20 years of working for myself, I recently passed a milestone in my life. On September 11th of this year I had been in the financial planning business for 20 years. In that article I…
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Business Lessons: Top 20 Lessons I Learned Working For Myself
20 Business lessons I learned working for myself. Do you want to know 20 business lessons I learned running my own business? Well, I recently passed a milestone in my life. On September 11th of this year I marked the 20th year of working for…
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