In recent days, we have seen a sell off in the global equity markets fueled by the recent spike in new coronavirus, now referred to as COCID-19, cases outside of China. During these times we like to step back, survey the landscape and evaluate those things we know about the situation as well as those things we don’t know...[Read More]
I’m not intending to encourage outlandish and unrealistic goals, I am taking advantage of the magic that fills the air with the coming of a new year and giving you that little nudge to dream (financially) bigger.
Before the TCJA, you could do a Roth conversion for a tax year, and then you had until the tax deadline (April 15th) to undo that Roth conversion. But now with the new TCJA laws, you can’t undo Roth conversions like that anymore.
If the market had zero volatility and remained flat, it wouldn’t be much of an investment. Volatility is what makes the market investable, so it is actually a good thing.
Nearly $1,300. That’s the average amount PwC is predicting consumers will spend this holiday season on gifts, travel and entertainment. And while it’s perfectly fine if you don’t bat an eye at spending $1,300 (or more), what I’m hoping is that you’ve got it factored into your financial plan.
Holidays, family, food, college football bowl games, and (maybe a bit too much) eggnog will soon eliminate what little spare time you have. So as year-end approaches all too quickly, take just 30 minutes and double check to make sure you’ve completed your financial life checklist for the year.
