Monthly Archives: May 2017

Roth Conversions: Why Timing Is Important (Part Two)

In a previous Roth conversion article, we discussed the importance of timing when it comes to Roth conversions.  There are other Roth benefits, such as not having to worry about required minimum distributions (RMDs), and being able to take out … Continue reading

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Roth Conversions: Why Timing is Important

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Back to Basics-VA Interest Rate Reduction Refinance Loans (IRRRL)

This article was suggested to me by a long-time shipmate & colleague (thanks, Dave!).  Over my life, I’ve refinanced several times using an IRRRL, when it made financial sense for me to do so.  However, it wasn’t until I got … Continue reading

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The Difference Between a Financial Plan & Financial Planning

I remember the first time I received a financial plan.  Actually, it was for my mother.  It was a while ago, before I decided to become a financial planner myself, and is probably one of the reasons why I did … Continue reading

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