Blog
Out of office: somewhere in Greece
I write this blog from a ferry between Naxos and Crete in Greece on what has become this iteration’s version of our family’s bi-annual international adventure. Many of you may remember our initial trip to Italy a couple of years ago....
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ROTH IRA Conversions - With timing likely making sense based on the markets being down this year, that leaves us with the question of whether or not having tax-free income in the future at the expense of current taxes is good for one’s plan
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It has been a tough week with the stock market in correction mode amidst fears centering on the Coronavirus. At times like these, I think it is healthy and necessary to take a step back and look at the big picture. With that said,...
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