Blog

Liquidity from IRA’s

by Craig Moser on May 18, 2018

You’re probably like many Americans with your 401k’s and IRA’s being your largest pool of assets. Therefore, in times of financial trouble, you may want liquidity from your IRA. Due to the possible negative effects on your retirement savings, and […]

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Potholes in Your Road to Retirement

by Craig Moser on May 4, 2018

Hopefully you know about the potholes in your road to retirement.  As a Certified Financial Planner, I’ve help get hundreds of people on the road to retirement.  I consistently see overlooked potholes that significantly impact your ability to achieve a […]

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Guidelines For Spousal IRA Contributions

by Craig Moser on April 20, 2018

Spousal IRA’s are unique.  They allow a working spouse to make IRA contributions for a spouse who doesn’t work or doesn’t have enough earned income to make individual IRA contributions.  There are some specific rules and requirements, but they help […]

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Charitable Giving Tax Break

by Craig Moser on April 13, 2018

You’ve paid off your house and the kids have moved out, leaving you without any beneficial tax write offs.  You want to give to charity, but also want to take advantage of the charitable giving tax break. A QCD may […]

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10 HSA Rules You Should Know

by Craig Moser on March 23, 2018

Healthcare is still a hot topic. So are HSAs (Health Savings Accounts). Proponents advocate expanding HSAs to save on health costs, and highlight their ability to provide tax breaks. Opponents argue HSAs don’t help people can’t afford them.  Here are 10 […]

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Passive Investing

by Craig Moser on January 26, 2018

When you look at the past 5 years, you see an increase in “passive investing”.  In 2017 alone it has gone up over 500 Billion dollars.  Passive investing is appealing due to lower costs.  There isn’t a person making buy or […]

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