Developing a Financial Plan You Can Stick With

"Can I afford to retire?" is probably the most popular question I get from clients day in and day out. Most people assume the answer depends on hitting some magic number. But I think a lot of the American public has this question backwards. The more useful starting...

If you're a young, high-earning professional in your thirties or forties, you've probably heard about the backdoor Roth contribution. It's one of the most popular strategies advisors talk and write about, because it's a way to get money into an after-tax retirement...

A Roth conversion is when you move money from a traditional IRA into a Roth IRA and pay the income tax on that amount today so future growth and withdrawals come out tax-free. It isn't the right move for everyone, but there are a handful of situations where it can...