October 23, 2020 Health Care & Insurance, Retirement Income Planning
Is It Smart to Use an HSA Account to Invest in Stocks?
Does it make sense to use an HSA to invest in stocks and mutual funds? Yes it can depending on …
Financial planning is not a software or a binder or even a process. The best financial planning is an ongoing relationship.
October 20, 2020 IRA Planning
What Taxes Are Paid When You Convert to a Roth IRA?
Helping readers with the likely taxes on a Roth conversion was a fun answer to give on Quora. As more …
October 12, 2020 Uncategorized
Should You Cancel Your 401k?
“Should I avoid/cancel/skip my 401k?” This is a common question that comes across Quora – a Q&A site and I’m …
January 7, 2020 Investing
Are Money Market Accounts Better than Savings Accounts?
The question of whether money market accounts are better than savings accounts (and I stretch it, to all kinds of …
December 18, 2019 Financial Planning
Risks in 1031 Exchanges
This economic trend of boomers selling may bring us back - at least in part - to some of the …
December 17, 2019 Financial Planning, Investing
Is Holding a High Balance in a Savings Account a Good Idea?
Of course with the stock market constantly marching higher, you may be feeling that “FOMO” - i.e. Fear of Missing …
September 4, 2019 Financial Planning, Retirement Income Planning
Foreign Held Annuities – Bringin’ Em Back
More Americans are bringing their foreign held annuities and other assets back to the USA. Here's why and how...
May 15, 2019 Uncategorized
Can I Contribute Money to my 401(k) That Wasn’t Made at My Job?
Quora Question on 401k Contributions Brings Up Great Points This (post title – Can I Contribute Money to my 401(k) …
September 26, 2018 Financial Planning
Reallocate Your Portfolio without a Big Tax Bill – Video
Reallocate Your Portfolio without a Big Tax Bill Are you worried about the stock market but don’t want to sell …
September 5, 2017 Investing
Is There an Enron in Your Portfolio? Financial Shenanigans
Is There an Enron in Your Portfolio? Chris’ Talk on Financial Shenanigans Do you own stocks? Are you curious if …