In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Roth vs. Traditional 401(k): Study Finds a Clear Winner (Demetria Gallegos, Wall Street Journal) I am a big fan of the ROTH and help people find ways to be able to add money to it. Whether it’s…
Merrill Lynch Changes, 529 Plan Evolution, and Morning Routine Advice
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Merrill Lynch’s Second Act For RIA Reinvention Is Revealed (Lisa Shidler, RIABiz) For many of you who know me, it’s no secret that I am super excited about my recent move to “full independence”. As a stand…
People Lack Advice, Handling Robocalls, and 6 Money Truths
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Why Do So Few Individuals Seek Professional Financial Advice? (Maher Alyousif & Charlene Kalenkoski, Advisor Perspectives) – Every now and then, I try to come up with WHY most people do not seek financial advice from a…
“Hello” – And What the World Needs More of…Champions!
Well hello everyone! It’s an exciting time in my life in launching this website and for the newly formed TrustTree Financial. It’s also a very interesting time in the world we live in (for a number of reasons), but we won’t get in to that here. I am sure you are short on time, so…
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