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I Did the Math

  My son went surfing several times off the Narragansett Beach on the Rhode Island Shore this year.  He went with a couple of his buddies for the day.  They would rent surfboards and then go out all day. Recently

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The Difference Between a Roth IRA and an IRA

  The Roth IRA and an IRA both offer different tax advantaged ways to save for retirement. If you are serious about your retirement plan take these 5 Easy Steps to Retirement. Roth IRA   Investors are allowed to fund

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The Difference Between a Roth IRA Contribution and a Roth Conversion

Roth IRA   The Roth IRA (“Roth”) is an excellent tool to help provide for retirement funding.  Here are 3 Proven Reasons You Need a Roth IRA. The Roth is a younger investor’s best vehicle to use.  Unlike the IRA,

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7 Reasons Why All Investors Over Age 70 1/2 Should Consider a Qualified Charitable Distribution

  Our observation is that many people are very generous with the donations they make.  It sure helps that there is likely a tax deduction for this, no question.  Many people are accustomed to donating cash, writing a check to

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Estate Planning Lessons Learned From My Moms Estate

  My Mother passed away this year at age 84.  While her estate was fairly modest, here is some estate planning lessons we learned about her estate. Give While You Are Alive   My mom’s estate was modest.  She had

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The Complimentary 1,440 Credit Card

My brother-in-law Bob recently told me about the Complimentary 1,440 credit card. Here were some of the features he mentioned: * You must use the 1,440 everyday * It expires at the end of the day * It automatically re-news

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Tom Was Quoted in the Wall Street Journal

Tom was quoted in the Wall Street Journal.  Please read carefully as this strategy is very limited in it’s application. To read the article click here.     The case study outlined in this article is for illustrative purposes only. 


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