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May The Odds Be Ever In Your Favor

  The Hunger Games was a bestselling novel that was subsequently made into a movie.  Both were awesome.  The setting is one where the Capital is abundant in riches.  The outlying 12 Districts are all living in poverty.  Every year


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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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Greek Drama Plays Out on Global Stage

  The second quarter ended with all eyes on Greece after the country failed to reach an agreement with its creditors. The impasse resulted in shuttered banks and imposed capital controls, at least until a July 5 referendum on whether


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No Deposit. No Return.

What does this mean? If you don’t put something in (deposit) you won’t get something out (return). Isn’t that the truth? This applies whether you want to learn to play the guitar, improve your culinary skills or learn how to


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3 Proven Reasons You Need a Roth IRA

To be eligible for a Roth IRA you need to have earned income from wages or from self-employment.  Additionally higher income earners are not eligible.  Married couples filing a joint return with a modified adjusted gross income of less than


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When You Should Take Your Required Minimum Distribution Early

              Required Minimum Distribution   The Internal Revenue Service (“IRS’) requires taxpayers to begin to take their Required Minimum Distribution (“RMD”) from their IRA’s and 401(k) plans by April 1st following the year they


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Why The Affluent (Mostly) Ignore the News

    There is no shortage of new. Television, radio, newspapers, magazines and of course, the internet. 24/7/365 information is coming at you. Whoever named it the ‘information age’ sure got it right!  


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The Difference Between Good Debt and Bad Debt

    Good Debt   For most folks one of their primary goals is to be Debt Free.  With that said, there will be times when it is appropriate to borrow money. Good Debt is borrowing to purchase a home.


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7 Habits of Highly Effective People That Want to Retire

1) Start Early   Do you want to increase your chances of retiring at a reasonable age? Start early. As The Rolling Stones said, “Time Is On My Side.” Well said.  Don’t kick yourself for not starting earlier. You can’t


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