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.

Who is a Simple IRA good for? Simple IRA's are good for those small business owners that have a few employees and would like to grow their business / retirement plan into something that's maybe more attractive to new hires down the road.

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