Latest articles by Jamie Letcher, CRPC®
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Stop Procrastinating on Your Retirement Plan! Here’s How
retirement planning Do you drag your feet when it comes to your finances and retirement savings? It’s an all-too-common problem. Here are some tips to help fix it.
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When and Why You Might Consider a Strategic Roth Conversion
Roth IRA Conversions For two of my clients, the time was right for executing a Roth IRA conversion. Here’s why, and how they made the strategy work for them.
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How Does the Average Investor Invest Rationally in an Irrational World?
investing My own children’s experiences and all that’s happened with Bitcoin and GameStop recently got me thinking: Investors need to keep their greed in check and make sure they’re investing, not gambling.
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Financial Planning Resolutions That Only Take Minutes
personal finance Not all financial New Year’s resolutions are long, involved slogs. Some can be completed in just a few minutes.
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Is the Stock Market a House of Cards?
investing The stock market volatility we’ve been experiencing and the apparent disconnect with the broader economy have some investors wondering just that. But what investors really need right now is discipline.
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How to Save Yourself from … Yourself
investing Stock market volatility like we’ve been seeing the past few months can bring out the worst in investors. Keep your head and avoid some potentially serious pitfalls with some lessons from behavioral psychology.
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A Tale of Two Investors: 1 Panicked and 1 Didn't
investing Two clients' true stories during the last bear market reveal the pitfalls and opportunities that come with investing in uncertain times. Do you see yourself in this tale?
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Understanding Interest Rates – and Why You Need to Care
retirement Here's a primer on why rates rise and fall, how they can affect you and what it could mean for our economy and the stock market.
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Breaking Down Risk Tolerance
retirement Whether you're 30 or 60, risk tolerance is an important part of the picture for retirement savers. Here are the basics that all investors should know.
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Retirement Plans for the Entrepreneur
retirement From Simple IRAs and Solo 401(k)s to SEP IRAs, small businesses have many retirement savings options to choose from. Here are the basics to get started.
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How to Start Saving for Your Child's College Education
Paying for College It can feel overwhelming, but don't let that stop you, because you really can do it. Start today. Here's how.
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Annuities: They May Be a Better Option than You Think
retirement To approach annuities with an open mind, first take a look at the basic types and how they work.
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Active vs Passive Investing … Which Path to Take?
Investor Psychology It comes down to fees and performance, of course, but you need to put a little more thought into the question than just that to make a good decision.
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The Top 10 Retirement Tips You Can Give Your Millennial
retirement If you’re a parent with kids in their 20s or 30s — or any kids at all — you’re probably no stranger to worrying about their future, including their financial future.
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The Top 10 Pieces of Retirement Advice You Can Give Your Millennial
retirement Putting the right foot forward now will make all the difference later. Here's how parents can point their adult children in the right direction.
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Know Thy Tax Brackets — and How to Manage Them
taxes To keep a lid on your tax liability, check where you are on the income tax bracket spectrum. If you're on the brink of bumping into a higher bracket, there are several ways to step back from the edge.
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Preparing Yourself for a Stock Market Downdraft
Markets The stock market's bull run is over eight years old. Do you know what to do when it ends?
Markets
