skip to Main Content

A Roth Strategy

“But in this world, nothing can be said to be certain, except death and taxes.” - Benjamin Franklin to Jean Baptiste Leroy, November 13, 1789 As the federal deficit of the United States rises ever higher, the more likely we…

Read More

The Best States to Retire In

I have seen many articles about great states to retire to and wondered how they developed their list. So, I decided to write my own article on the best states to retire. The greatest benefit of financial independence is that…

Read More

The New World of Charitable Giving

There are many cool ways to get the greatest bang for your charitable giving buck, and this article will explore two techniques that are simple, relatively new, and effective. First is the Qualified Charitable Distribution (QCD) from an IRA. Unfortunately,…

Read More

Investor Poison

If you are an investor and you want to make good investments, make sure you know how to deal with Investor Poison. Investor Poison is the media that throws story after story at you to elicit a response from you. Why would they do that?…

Read More
Back To Top