Year: 2019

How Would You Define Rich?

You know someone who has a very nice home and fancy cars and you think, “They must be rich”.  But are they really rich?  And how would you define rich?  Is rich and wealthy the same thing? Too many people confuse a high income with being rich or wealthy.  There are a lot of people […]

Roth or Traditional IRA: Which is Best?


Last week our discussion centered on your Financial Checklist for the New Year and included making both your 2018 and 2019 contributions to either a Traditional IRA or Roth IRA as soon as you’re able…hopefully this month.  If you’re ready to make that investment or at least set up a monthly auto-investment plan for one […]

Financial Checklist for the New Year

The New Year always gives us a sense of new beginnings and an opportunity to create positive results for ourselves, family, friends and community.  It’s the perfect time to reset the course of our financial lives.  Here’s a checklist of things you should consider: ⃝ Traditional or Roth IRA contribution for 2018.  If you’re eligible to […]

Investing for 2019

As investors, we’re pretty happy to see 2018 come to an end.  This has been a year marked by stock market volatility for numerous reasons including trade wars, rising interest rates, Brexit, etc.  The big question is, “What’s in store for 2019 and what should I (as an investor) do about it?  Here’s what some […]