Financial Advisors

4 Amazing Solo 401(k) Benefits

why I love the Roth IRA. I also love the Solo 401(k). If you’re looking for another way to save...

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Brief update on our finances

Last month I spelled out how we are investing our money in 2017. I mentioned there were some moving parts...

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How we are investing our money this year

whole start-up planning phase, but we have decided what our asset allocation will be and what our accounts are. You’ll...

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Save or invest?

Monet’s lilies @ Musée de l’Orangerie, Paris, France[/caption] This is a very frequent question and topic on the finance blogs....

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Should I Use My Hospital’s? 457(b)?

If you work for a large healthcare provider, you may have access to a 457(b) retirement account in addition to...

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Roth, Roth, Roth

There is a lot of confusion about Roths – Roth IRAs, Roth conversions, Roth 403(b)s and Roth 401(k)s. They are...

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How I invested my money in 2016

First, a bit of (short) investing history. I invested $1,000 into a Roth IRA during my third year of residency...

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