by John Rothe, CMT | Jul 17, 2017 | Financial Planning, Retirement
Self-directed brokerage account can be a powerful tool when saving for retirement — if used properly. Ever hear of an SDBA? That acronym stands for self-directed brokerage account. If you are enrolled in a 401(k), 403(b), or 457 plan, you might want to see if...
by John Rothe, CMT | Jul 10, 2017 | Financial Planning
Most of us will never face taxes related to money or assets we give away. “How can I avoid the federal gift tax?” If this question is on your mind, you aren’t alone. The good news is that few taxpayers or estates will ever have to pay it. Misconceptions surround...
by John Rothe, CMT | Jul 3, 2017 | Financial Planning, Retirement
An IRA worth $1 million or more must be a product of very early retirement planning and very astute investing, right? Compounding and great yields certainly count, but they aren’t the only reasons behind seven-figure IRAs. According to a recent report from the...
by John Rothe, CMT | Jun 20, 2017 | Financial Planning
Markets have cycles, and at some point, the major indices will descend. We have seen a tremendous rally on Wall Street, nearly nine months long, with the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average repeatedly settling at all-time peaks....
by John Rothe, CMT | Jun 5, 2017 | Financial Planning
Things to check and double-check. Estate planning is a task that people tend to put off, as any...
by John Rothe, CMT | May 24, 2017 | Financial Planning
Today’s impulsive moves could breed tomorrow’s regrets. When emotions and money intersect, the effects can be financially injurious. Emotions can cause us to overreact – or not act at all when we should. Think of the investors who always respond to sudden...
