by John | May 2, 2019 | FM-60 |
Roth IRA Conversions – Not Always an Easy Decision (As with any tax related topic, PLEASE make sure you fully understand your particular situation. The descriptions below are general in nature and additional conditions may apply! Please consider this...
by John | Apr 30, 2019 | Investing, Personal Finance, Q and A |
Q. I am planning to contribute to an IRA this year. Should I open a regular IRA or a Roth IRA? How do I decide which type of IRA is right for me? A. Congratulations on committing to save and invest toward your future. It won’t get done without you! But you’ve hit...
by John | Apr 25, 2019 | Insurance, Q and A |
Making Long Term Care Insurance Premiums Payments from an HSA Account A. Health Savings Accounts (HSA) are one of the most flexible and beneficial accounts to help deal with ever increasing cost of health care. They offer a tax deduction for contributions. ...
by John | Apr 23, 2019 | Budgeting, Budgeting 101, Financial Education & Coaching |
Three Ways to Budget Cash While our expenses certainly need to be provided for, are there other important uses of our money that should be a part of our lives? I believe there are three specific ways to budget cash that we all should keep in mind as we think about how...
by John | Apr 19, 2019 | Investing, Personal Finance, Q and A |
How should I invest down payment money? Q: I would like to invest $264,000 for a year or two until I find a house to buy. I would like to earn four to five percent a year and I’m willing to take a little bit of risk. I’m thinking of a mix of money market...
