I recently received a letter asking me for more information on Roth IRAs. The writer questioned why financial pundits recommend the Roth if you inherit a large estate and wondered about converting a traditional IRA to a Roth IRA. IRA is short for individual retirement account. Many things ...
While on vacation with my family, I realized I did not write my column before I traveled. Hence, here is my best effort on several random topics. If you are traveling outside the country, buy travel insurance. It is easy to do through your airline, and, based on personal ...
Retirees are redefining what it means to be retired. If you’re within five years of retirement, here are steps to take now to help attain the lifestyle you want in the future. Step back and daydream: Think about the kind of life you want down the road. Do you see yourself living near your ...
On the last day of 2023, several things were on my mind. First, who is my audience? My children say they do not read the paper, while at the same time when I send them copies of my articles, they like them. My friends and customers tell me they like my articles. So I think I will continue to ...
Yes, I sell insurance. I state that up front because I believe in what I do and I think today’s topic is important enough to address every negative people use to make bad decisions. Also, most people believe that insurance agents try to over-sell them. While in truth the opposite is true, ...
