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Will or Trust?

Estate Planning: Do you need a Will or Trust?You’ve likely heard the terms ‘will’ and ‘trust’ before, especially if you’ve been thinking about or researching estate planning, but have you really thought about which of these options may be the most appropriate for you to manage your affairs in the event of incapacitation or death? Probably…

Categories Estate Planning

Roth IRA vs Roth 401k

What’s the difference between an alpaca and a llama?  Not much…at least seemingly anyway.  While there are differences, we can put it this way: if you’re driving past a llama farm you could easily mistake it for an alpaca operation and vice versa.Now, what’s the difference between a Roth IRA and Roth 401k?  Much like…

Retirement Tax Planning

If you’re concerned about how much of your retirement income will be sent to Uncle Sam each year during retirement, you’re not alone. Perhaps you’ve noticed that no one, literally no one, has a definitive answer for you?  Even ‘an amount greater than zero’ isn’t true for everyone.   Yes, with proper planning you’ll have a very…

3 Job Search Tips

Whether you’re dipping your toes in the job search waters or doing a cannonball into the deep end, it’s worthwhile to think both strategically and intentionally about how you’re going to land your next (dream?) role.  Here are 3 tips we want to share that we’re sure will provide you with a leg up on…

Roth & Roll

Whether or not to contribute to a Roth IRA or Roth 401k/403b, that IS the question many investors find themselves asking more and more these days.  Before we take a deeper dive into Roth contributions perhaps we should be asking what the connection is between former Van Halen front man David Lee Roth and the…

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