8 Ideas to enhance your Individual Retirement Account! (IRA)

You have until Monday, April 15th, 2019 to make your 2018 Individual Retirement Account contribution.  It is possible you could add to your ROTH IRA or receive a deduction on your Traditional IRA contribution.  1. Maximize your 2018 IRA contribution—before April 15th You can place $5,500 into your IRA +$1,000 if you are over 50 Read More

Worried about the current Volatility?? Think big Picture…

The Big Picture: • The diversified approach will ward off the effects of the current volatility • Late year sell-off has created attractively priced US Equities • This is the longest expansion in history – 113 months from June 2009 There were three .25-point Federal Reserve (FED) rate hikes in 2018 – heated trade squabbles Read More

1st Time Homebuyer Withdrawl Article

Did you know that you can use your ROTH or Traditional IRA to purchase your 1st home? Saving enough for the down payment on a home purchase is daunting…there are caveats you need to consider Are you a first-time home buyer? Here are the criteria for an IRA distribution: Purchase must be a principal residence. Read More