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Divorce | Retirement

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Sometimes boring is good!

Please take a minute to watch me try and spice up a very boring video which provides an economic update. As you’ll hear in the video, sometimes boring is a good thing, especially after the historically tumultuous December and January we witnessed in the markets.

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The Accumulator

When clients come into my office, usually the #1 underlying question is “Am I making the right decisions with my money?”. When people ask this question, they are usually wondering if it is better for them to fund a Roth vs. a regular 401k or what strategies they should be using to reduce taxes, etc.

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