The Fallacy of Investing Your Way Out of Excessive Spending

The Fallacy of Investing Your Way Out of Excessive Spending

One of my favorite mantras comes from my partner Mike Tallman who argues “There are no logical decisions. They are all emotional.”  And he’s right. In the end, every choice we make is emotional.  The key to success is learning to skillfully apply logic to gently coach our emotions into making the right choices.

Roth 401k Rollovers

Roth 401k Rollovers

If you have retirement funds held in the Roth 401k plan of a prior employer (or a similar employer sponsored after-tax retirement account such as a Roth 403b or Roth 457 account), you might want to consider rolling those after-tax retirement accounts directly into a Roth IRA.  While there are many similarities to the tax-free investment growth that these accounts offer, make sure you understand the differences that exist before making a rollover.

Advantages of a Roth IRA vs a Roth 401k

The True Value of an Advisor

The True Value of an Advisor

The late Steve Jobs once said, “The only way to do great work is to love what you do. If you haven’t found it yet, keep looking and don’t settle”.  As I ponder these words, I realize that I have two very strong passions in life. The first is finance and the second is fitness. If I didn’t pursue a career in finance, I would have explored personal training because both careers have distinct similarities like helping people achieve quantifiable and attainable goals. 

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