by Joe Clark | Jan 31, 2019 | Blog, Investments, Your Life After Work
Individual Retirement Accounts (IRA’s) seem so simple, but the rules can be deceptively complex. Add to that complexity the word “Roth,” and now things get very interesting. Critical to know is that the rules for an IRA and a Roth IRA are noticeably different. This...
by Joe Clark | Jan 25, 2019 | Blog
By: Joe Clark, CFP There are differences between icons and legends. Icons are poster-children for something and legends something be it a feeling, process or product. Warren Buffet is an icon of value investing but didn’t invent the concept. The Lone Ranger invoked a...
by Joe Clark | Nov 18, 2018 | Blog
This is a letter of apology and explanation. Loudly proclaimed and often stated, I have boldly said I hate the Internal Revenue Service. The reality is I love our country and the benefits it provides including being able to make statements about the core funding...
by Joe Clark | Nov 1, 2018 | Blog
There are five critical areas of finance that we see generate profound happiness or absolute frustration for families. The stress of retirement and when to take Social Security can be overwhelming. The dreaded thought of tax planning before the end of the year let...
