The Backdoor Roth IRA – Is it for me? Is it legal?

The Backdoor Roth IRA – Is it for me? Is it legal?

It is the speakeasy of the retirement funding landscape. Few people know about this technique, but those who are “in the know” can take advantage of this mechanism to boost their retirement savings. A fee-only financial advisor can help you navigate these murky waters...
The Yin & Yang  of Covid & The Economy

The Yin & Yang of Covid & The Economy

At age 59, I finally consider myself a pretty balanced person.  But this hasn’t always been the case – just ask my family. Working on a trading floor is not something a “balanced” person would choose to do.  I worked both on Wall Street and in London for...