by Joe Clark | Jul 11, 2019 | Blog
Vacation season is upon us. We received a question last week regarding saving for a vacation, and it is one worth discussing. Can you use your Roth IRA for vacation expenses? The Roth option can be very confusing. The Roth concept, named after Senator Richard Roth,...
by Joe Clark | May 22, 2019 | Blog, Life Happens
It can be hard to admit a mistake or a problem to others, especially if you feel bad about your choice or believe you will face judgment. Embarrassment, regret, and a host of other emotions can spur decisions in the moment that we want to forget about in the future....
by Joe Clark | May 2, 2019 | Blog, Investments
How often have you sat in the doctor’s office with an ailment that you don’t mention? The pain isn’t picked up on the yearly checkup, and the doctor sends you away, thinking you are feeling well. Going to the doctor and not telling the truth is not only...
by Joe Clark | Apr 11, 2019 | Blog, Investments, Life Happens
Life is a series of conundrums. Families move from wondering how to make ends meet today, and save for the future. They accumulate and preserve and one day realize they have no idea how they accumulated so much in their retirement accounts. Next, the third stage of...
by Joe Clark | Mar 19, 2019 | Blog, Investments, Tax Planning, Your Life After Work
King Solomon famously wrote, “It is the little foxes that spoil the vine.” In a secular moment, he might have written: “it is the little assets that spoil the estate plan.” More often than not, with careful examination, we uncover forgotten assets in a family’s...
by Joe Clark | Feb 28, 2019 | Blog, Investments, Your Life After Work
Life goes by quickly. The tax code is fluid, and there are only so many hours in a day. A lack of time can tempt people to reduce their investment decisions to the lowest common element. But be wary of falling into silo thinking or compartmentalizing information....
