A Roth Conversion, simply defined, is taking some, or all, of your pretax retirement savings and transferring to a Roth IRA account. To recap, a Roth IRA, is a qualified retirement account where you have previously paid the taxes on the contributions, investments grow...
In my most recent articles, I wanted to start with some of the fundamentals. So, I’ve shared on creating a budget; teaching kids about finance; the power of compounding; just to name a few.
Where Will You Focus?
My friend and I were talking, and he shared that the stock market was stressing him out. I chuckled a little and explained to him that wealth is built over time. We have been having these conversations over the course of the last year as he has started paying more attention to the stock market and making investments, purchasing a lot of the names that are widely talked about or that he hears about from his friends. He watches the markets a lot of the day and is looking at his investments frequently. With the ease of investment apps, it is easy to look every few minutes.
A few months ago, I wrote another blog post asking ‘Is it Real?’, but this time, I have a similar, yet different question ‘Is it Fake?’ Over the course of the last week as my island home, Jamaica, was hit with one of the most powerful hurricanes to ever hit the...
As the hurricane approaches Jamaica, I checked in with my sister from another mister. I visited her home some years ago, and one of my favorite views was standing at her back kitchen sink, looking out the window to the majestic mountains, seemingly just outside...
Every time I think I’ve learned my orchid lessons, one more seems to pop up. My birthday was a month ago and one of my friends gave me both a beautiful floral arrangement and a gorgeous orchid. She explained that she had seen both and couldn’t decide between the two,...
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