Tag Archives | Roth

Grandpa and Samantha

Hey Ladies! 3 Things Vital to Our Financial Well Being

We women are big stuff these days. Marketers want us.  Financial advisors want us.  And boy, do the politicians want us. I have news for them all though; we are not a new marketing niche.  We’ve been here all along!  It may be that we’re more recognizable as an economic and political force in recent […]

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It's a mailbox

Don’t Throw Away that Statement!

Finding how much your investments really cost can be difficult, but not impossible. You can scour your statements for fees, look up your funds on Morningstar, or ask your adviser. 401(k) plans though have been among the least transparent investment vehicles and often believed to be a free service from your employer (they’re not). New […]

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Kids and Money

Good Money Sense in an “I Want it Now” World

When my niece was all of six, she asked for an iPod for Christmas.  Not some kid-sturdy version of a CD player to carry around.  Not even a plain old mp3 player.  Specifically, an iPod.  Thanks to my sister-in-law’s good sense, she didn’t get it.   But the fact that she knew to ask for an […]

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Part 2A & B of Form ADV: Firm Brochure