Quick answers to common backdoor Roth questions.
Investment Management
Financial Checklist: Expecting a New Child
Bringing your whole humanity to your professional life can be beneficial.
Financial Checklist: Receiving An Inheritance
Bringing your whole humanity to your professional life can be beneficial.
How can I tell if my investment manager is adding value?
Investment managers can add value by having a goal of excess returns.
Using a Benchmark to Measure Investment Performance
Using a benchmark is one way to measure investment performance.
Getting Started with Your Financial Plan
Estate planning for all ages goes beyond wills and trusts
Lily Pads and Investing
A lily pad riddle illustrates the value of exponential growth
Single Women and Investing
A study indicates single women aren’t as comfortable with investing as single men are. Reach out if you’re interested in getting more comfortable with investing and your financial affairs. 45% of Single Women Agree They Know A Lot About Investing A UBS investor watch study (link opens in new tab) from April 9, 2019 found […]
“Traditional” 60/40 Investment Strategy and TFF’s Investment Management
The traditional 60/40 portfolio may not deliver much in returns going forward, according to a recent study. What is the traditional 60/40 portfolio? 20+ years ago, when I started putting money into my first job’s 401k, I knew next to nothing about investing. So I did some reading about traditional portfolio construction available on the […]
Re-starting the Economy After the Pandemic
What does the new economy look like as countries and states restart after the massive coronavirus pandemic shutdown? It’s a new world Six months ago, probably none of us would have imagined that here in the US, we would be required to stay home and limit our activity for the health and safety of our […]
A Sailboat and a Plan
In this article, we examine a real life example of financial planning in action. Several years ago, one of my clients came to me with a question. Can I afford to retire early? Jacki, she said, I really want to retire early. Can I afford to? (Some details have been changed to preserve client privacy.) […]
Why is it Hard for Millenial Women to Save for Retirement?
In this article, we look at millennials and retirement savings. Millennial women may be saving less than millennial men Millennials are the generation of people born between about 1981 – 1996, according to Wikipedia (link opens in new tab). Recent research (link opens in new tab) indicates that millennial women are contributing 5% of their […]