Vanguard BETR Roth Conversion Calculator Default Options The default options for the Vanguard BETR Roth Conversion calculator are set up in a way that will show almost anyone a favorable result for Roth conversion. The default option that you should be most critical...
Retire in Denver and you can have an amazing retirement, but Denver does have its challenges. I am going to review the pros and cons of Denver as a retirement city on twelve different factors. For each factor, I am going to give it a grade of Excellent, Good, Bad or...
The most common trust planning mistake wealthy families make is failing to fund their trust. Trust Planning Mistake I have met with 100s of wealthy families in my 25+ years in wealth management. My experience is that 8 out of 10 wealthy families do not fund their...
Investors in Schwab prime advantage money fund SWVXX need to know they have better alternatives for large cash holdings. SWVXX is Expensive. The fund costs .34% per year. That is a hefty fee for a low-risk money market investment. SWVXX has Underperformed SWVXX has...
The 60/40 equity-to-fixed-income asset allocation retirement portfolio is a great asset allocation strategy used by many retirees. Contrary to what some people think, this asset allocation strategy is still relevant and a perfect investment plan for some retirees....
What is it really like to be a trustee? How much time will it take? What are my trustee duties and legal requirements? I have been in wealth management for over 25 years and have helped dozens of families with their trust planning. I have been a trustee myself for...
