To Roth or Not to Roth, That is the Question

In a recent article I outlined some virtues of rolling over a traditional IRA or 401 (k) into a Roth IRA. As baby boomers transition into retirement their concern moves from accumulating wealth to keeping it. Today we are going to learn from a professional who deals with these issues regularly – a certified expert. Good friend Jeff White, President […]

» Read more

What do we mean by “enjoying” retirement?

I am really excited today to introduce you to Leisa Peterson. She has some terrific credentials – Leisa is a Certified Financial Planner, with a 25 year career in financial services. She created a company called WealthClinic that focuses on helping people transform their relationship with money so that they live with greater freedom, more peace of mind and more fulfillments. Leisa has […]

» Read more

The Missing Link to accumulating wealth

“OK people, listen up!” screamed my drill instructor at the top of his lungs. We knew we better pay attention. I recently interviewed Michael Dubrow of Moneytips.com about research they have done in conjunction with their book, The Retiree Next Door. Michael’s response to one question really got my attention. “Most people know what they should do: plan, save more, and spend […]

» Read more