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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 New Normal

The New Normal was a term to describe the financial conditions after The Great Recession of 2008-2009 by Mohamed El-Erian, currently the chief economic advisor at Allianz. The concept of the New Normal is that the economy would remain sluggish


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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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“It’s Not About the Money”

Don’t you just love it when a Major League athlete signs a huge contract with a new team and says, “It’s not about the money.” Bull Just to be clear: It’s always about the money!   Don’t get me wrong


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