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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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“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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3 Reasons Affluent Connecticut Residents Should Consider a Roth Conversion

  Affluent folks in Connecticut should consider doing a Roth Conversion.  What is a Roth Conversion? This is when a distribution is made from an IRA, taxed and then converted into a Roth IRA. Here are Five Reasons the Affluent


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4 Things Every Investor Can Control

Investors can easily get distracted these days.  Hop in the car on the way to work, turn on the radio and get updates on the stock market futures. Check your online portfolio at work during your lunch break.  Perhaps you


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