Follow Our Blog
Get every new post delivered to your inbox
Financial Preparation for the Loss of a Spouse
You can lose your spouse in a number of unpredictable ways. Certainly death is a certainty at some point, but incapacitation and divorce are other examples of the loss of a spouse. The effect of such a loss on you is magnified if your spouse handled many of your financial matters on his or her […]
Is a Backdoor Roth IRA Right for You?
First of all, what is a Backdoor Roth IRA? It’s merely a way to contribute to a Roth IRA when your income exceeds the contribution limit of $183,000 (for a couple filing jointly). The Backdoor Roth IRA procedure removes this restriction. It involves a simple two-step process. First you contribute up to $5,500 to a […]
The Role of a Financial Advisor When a Spouse Dies
Hopefully you are reading this article prior to the death or incapacitation of your spouse. If your spouse has recently passed away, please accept our sincere condolences. Numerous organizations have offered helpful suggestions for coping with the loss of a loved one. One that is repeatedly mentioned is well summarized by CancerCare when they say, […]