beautiful green river looking downstream

Newsletters

Apr 2024
April 2024 Newsletter

April 2024 Newsletter

April 15th is the deadline for making Year 2023 contributions to an IRA or a Roth IRA. There is another critical deadline affecting IRAs and all retirement plans that requires attention. That other deadline is the moment before you leave this world! Once that inevitable event happens, no changes of any sort can be made to […]
Mar 2024
March 2024 Newsletter

March 2024 Newsletter

WHEN you need your money determines HOW you invest your money. The HOW is your portfolio’s asset allocation of cash, stocks, bonds, and real estate. To know WHEN, you must first answer the questions WHAT, WHY, and HOW MUCH. WHAT do you need your money for in retirement? What are your hopes and dreams, your goals—your Bucket […]
Feb 2024
February 2024 Newsletter

February 2024 Newsletter

Here’s a second chance to make a New Year’s Resolution — and hopefully keep it! The Lunar New Year is February 10, 2024. Last month, I suggested you make a New Year’s Resolution to organize your legal and financial papers. Hopefully the ten reasons I listed were sufficient motivation to start organizing. Many financial planning […]
Jan 2024
January 2024 Newsletter

January 2024 Newsletter

10 reasons to make the New Year’s Resolution no one ever has on their list: Organize your legal and financial papers! You can “keep” this resolution with little effort—certainly with much, much less effort than your resolve to diet and exercise will entail. Keeping this resolution will bring benefits disproportionately greater than the effort required. […]
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