by Lauren | Aug 19, 2020 | Business Owners, Investing, Planning Process, Working Women
“I’m just so tired of agreeing to meet with a financial advisor to get help with financial planning, having a good first meeting, being promised a financial plan, then getting into the second meeting and being pitched an annuity or whole life insurance policy.”...
by Lauren | Apr 30, 2020 | Business Owners, Planning Process, Retirement Planning, Tax Planning, Working Women
What is a backdoor Roth IRA and who can benefit from one? If you earn too much money, you are not eligible to make a full Roth IRA contribution directly to a Roth IRA (over. However, there is a way around this. Some crafty accountants and financial advisors designed...
by Lauren | Apr 30, 2020 | 401k, Business Owners, Planning Process, Working Women
If you earned a lot of money in 2019 ($125,000 or more), you may have received an unpleasant surprise from your Human Resources Department or 401(k) Plan Administrator, telling you that your 401(k) plan failed testing and you will be receiving some of your...
by Lauren | Aug 24, 2018 | Planning Process
Never worked with a fiduciary Fee-Only financial planner before? That’s not unusual, there frankly aren’t that many of us. We work with many clients who have never worked with a financial planner and aren’t sure what to expect. Here’s a high level...
