Blog

Roth Conversion FAQs

by Craig Moser on January 11, 2019

If a savings vehicle with tax-free growth potential and tax-free withdrawals in retirement sounds good to you, you should probably consider a Roth IRA.  Even if you can’t contribute to a Roth IRA (because of income limits), you might still […]

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How Much Money Should I Save For Retirement?

by Craig Moser on December 28, 2018

I’m often asked “How much money should I save for retirement?”  Well, your journey toward retirement has twists and turns unique to you.  Likewise, your retirement goals are probably different from mine and that of your neighbors’.  Although there isn’t […]

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Standard Deviation

by Craig Moser on December 14, 2018

Measuring gains and/or losses on investments begins when you purchase the investment. Also known as the reference point, the impact going forward shows investment returns aren’t in a straight line. So how do we measure, and what should we expect?  […]

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Getting Tax Efficient

by Craig Moser on November 30, 2018

I frequently see people losing money to taxes.  Usually it’s because they don’t consider (or understand) the impact different types of investments have on taxes.  The trade-off of getting tax efficient is accepting short-term costs for long-term benefits.  Below are […]

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The Initial Public Offering (IPO)

by Craig Moser on November 2, 2018

You have probably heard the term initial public offering, or IPO.  You probably know it’s a process that allows private companies to become public and sell shares in their firm.  But beyond that basic overview, do you understand IPOs?   Do […]

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The Wide Wide World of Debt

by Craig Moser on October 19, 2018

Debt.  Most of us are familiar with it.  Used wisely, it can help generate equity, build your credit score and even prepare for the future.  From mortgages and credit cards to car and student loans, the New York Fed reported […]

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Taking Control of the Financial Keys

by Craig Moser on September 21, 2018

Whether taking control of the financial keys from your parents, or making things easier for your own children, everyone should review important health, financial and estate documents annually.  Here are some steps you can take now before a health crisis […]

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A Second Look at CDs

by Craig Moser on September 7, 2018

If you have some cash to invest, you may be trying to figure out where to put it. In recent years, choices have primarily been low-risk investments with near 0% interest rates, or higher risk investments hoping for a higher […]

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