Happy 2022! It’s a new year, and we often set goals as New Year’s resolutions. But you may not feel like setting goals or celebrating this year. The COVID-19 pandemic…
read moreI have been a fan for many years of investors building their tax-free (Roth IRA) bucket as large as possible. The long-term tax-free benefits make the Roth IRA a much…
read moreThe weather is cooler, the days are shorter, and December is a great month to get your finances organized! This article will provide eight steps you can take. I encourage…
read moreIllustration by Cathryn Cunningham/ Albuquerque Journal A reader recently asked me to write an article for young people who want to get started on a path toward financial security.… The…
read moreRoth IRAs have many great benefits. In last week’s article I discussed the tax-free feature of the Roth IRA, along with the fact that Roths do not require RMDs (Required…
read moreRoth IRAs have many great benefits. Today’s article will discuss the benefits and the reasons you should invest in a Roth IRA. This is part one of a two-part series.…
read moreIt is common for investors to “follow the herd.” If the stock market has been performing well, and there is euphoria that the U.S. economy is recovering from the pandemic,…
read moreGood investors are disciplined and not impulsive. Most people would agree with that statement, but did you know that all investors have biases? Recognizing your biases will make you a…
read moreI have never believed that everyone needs a financial planner or a financial adviser. Many investors are “do-it-your-selfers,” and this can work well. However, doing it yourself requires discipline, and…
read moreWe all try to raise kids to become hard working, happy and financially responsible adults. That’s a tall order! First, we need to realize that every child has their own…
read more