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How to Choose Between Roth Vs. Traditional IRA

[vc_row][vc_column][vc_column_text] I get the question a lot: “Which is better; a traditional or a Roth IRA?” With most things in financial…

06/09/2017

Get Tax-Free Growth for College Savings With 529 Plans

[vc_row][vc_column][vc_column_text] College is expensive, and the student loan market is only growing larger by the day. Enter the 529 plan….

06/05/2017

With Fees, Don’t Get Fooled by Small Numbers

[vc_row][vc_column][vc_column_text]A portfolio management fee of 1% vs. 1.5% may not seem like a big difference but compounded over time it…

06/02/2017

What Your Emergency Fund Should Include

[vc_row][vc_column][vc_column_text]OK, I know it is super boring, but 100% necessary. We need to get an emergency fund in place ASAP….

05/21/2017

Financing and Total Cost vs. Monthly Payment

[vc_row][vc_column][vc_column_text]When financing it isn’t about what monthly payment you can afford; it’s about total cost. Know how much you’re actually…

05/11/2017

This Isn’t Good for You or Your Morgan Stanley Advisor

[vc_row][vc_column][vc_column_text]Morgan Stanley Financial Advisors can no longer offer Vanguard mutual funds (Barrons) Morgan Stanley has inexplicably decided that its advisors can no…

05/05/2017

How to Make a Financial Plan in 7 Basic Steps

We all have to-do lists, some may call them goals, which may include quitting smoking, getting back to the gym,…

05/03/2017