As financial advisors, we’re mandated to have a version of these Risk Tolerance Questionnaire on file, but I do believe it’s a poor substitute for good financial planning.

What's a Backdoor Roth? Who should use it? Top reason is for those high income earners that CAN'T contribute directly to Roth IRA. Learn how to implement this strategy and secure tax free income upon distribution.

You can actually set up your own 401(k) if your a sole proprietor. This type of retirement account would be best used if you have no employees or if you happen to have spouse on the payroll.

Greg shares with you what size of small business owner should be using the SEP IRA and what are possibly better retirement plan options....depending on the size of your business.

How do I bonds work? How much I Bond can you buy? Find many answers to I Bonds in this blog.

t seemed like just yesterday that the economy was humming, with employment accelerating, orders flowing and consumers releasing pent-up buying demand after two years of pandemic lockdowns and other disruptions. Now, with the Russian invasion of Ukraine and surging gasoline prices, that outlook doesn't look so reliably sunny as before.