No. The End. Rather than have this be the shortest blog post ever, I want to refine my answer a bit. There is no deduction for Roth IRA contributions since money goes into these accounts after-tax. But there may still be a tax benefit to making Roth IRA contributions, aside from the potential for tax-free… [Read More] Is a Roth IRA Ever Tax Deductible?
I just got back from Hollywood, Florida where I spent the last few days at this year’s Inside ETFs conference. It was a special trip for me because this was my first chance to participate in a panel discussion. I’m incredibly grateful to the people at Inside ETFs for giving me the opportunity. Big shout… [Read More] Inside ETFs 2019
A few months back during Mets pregame, Bobby Valentine was interviewed while honoring the recently deceased Rusty Staub. Bobby V said that Rusty was the first person who ever told him; “Nobody cares how much you know, until they know how much you care.” Rusty was telling Bobby V that while he was a highly… [Read More] Nobody Cares How Much you Know, Until they Know How Much you Care
If you’re a fan of the hit HBO series, Game of Thrones, there’s one phrase about the Lannister family that you’ve heard time and time again. A Lannister always pays their debts. It’s one of the many things their family has been known for throughout the show. Regardless of the amount, or how long it… [Read More] Be Like the Lannister’s: Always Pay Your Debts
Time stamps: 1:17 – “I’m thinking about meeting with a financial planner. Where does a good financial plan even begin?” 3:40 – 3 Types of Cash Outflows Mullooly Asset Show: Episode 52 – Managing Cash Flows – Transcript Tom Mullooly: In Episode 52, we talk about the bottom rung of the ladder.… [Read More] Mullooly Asset Show: Episode 52 – Managing Cash Flows
Do I Have Enough Saved For Retirement? As investment advisors, some variation of the question “will I have enough money to retire?” is almost always asked to us in meetings with clients. Rightfully so because it is a VERY important question. People work their entire lives towards retirement, and the last thing they would want… [Read More] Do I Have Enough Saved For Retirement?