Investing

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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Writing Covered Calls

by Craig Moser on February 9, 2018

“Writing covered calls” is a term many outside the financial industry don’t understand.  Simply put, it’s a strategy to produce income by writing (selling) options against shares of stock you currently own.  Typically, you sell one contract for every 100 […]

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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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Once-Per-Year Rollover Rule Exceptions

by Craig Moser on September 22, 2017

As with most IRA rules, there are exceptions to the once-per-year rollover rule.  The rule applies to IRA-to-IRA and Roth-to-Roth 60-day rollovers.  Just to be clear, an IRA rollover occurs when a check is issued from the IRA or Roth […]

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