Author: Joe Clark, CFP

Vacation season is upon us. We received a question last week regarding saving for a vacation, and it is one worth discussing. Can you use your Roth IRA for vacation expenses? The Roth option can be very confusing. The Roth concept, named after Senator Richard Roth, allows you to pay taxes on your retirement savings

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One of the most important messages we strive to convey to families is that retirement planning is an ongoing journey and not a one-time event. Successful retirement journeys demand a roadmap, complete with milestone markers for predictable occurrences along life’s road, as well as flexibility to accommodate unexpected events. You’re probably not a long distance

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May started the way the old adage goes regarding stocks: “Sell in May and go away!” Lately, that has been lousy advice, but May 2019 was harsh. The Dow Jones Industrial Average had gone down for six weeks in a row – the first time in five years, according to Bespoke Investment Group. June has

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Challenges and opportunities will face us over the years. New career changes, learning a skill later in life are all changes, and sometimes those changes can be daunting. So you wake up one morning after 25 years on the job, and your boss shares with you that your services will not be needed in six

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Here is this week’s radio show, hosted by Joe Clark, CFP. Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates

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