 Roth 2010 Conversion –
The Financial Planning Opportunity
of a Lifetime
By Brett Danko, CFP®
Yes, you read the headline correctly. Just in case it didn’t sink in – here it is again:
The Roth 2010 Conversion is
THE Financial Planning Opportunity of a Lifetime.
While this may not apply to everyone, it does apply to most people.
Here are the basics (I apologize for the dry nature and length of this information, but hang in there – it’s worth it). As is the case with most things in life, this is complex and we are simply hitting the high points here. Please note we are NOT discussing the $5,000 yearly contributions to a Roth account.
Read the entire article
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 Top 10 Financial Planning Checklist
By Tara Conti, CFP®
This Financial Planning Top 10 list covers some of the most common issues we see as financial planners.
- Make a commitment to getting your finances in order
Your money and finances are important. Devote some time and energy to get organized and know where you stand. Knowledge provides choices and more opportunities. Make it a priority in your life.
- Set financial goals
Where are you now? What do you want? What is the plan to get you where you want to be?
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 “Fat, Drunk And Stupid Is No Way To Go Through Life, Son”
By Mike Minter, CFP®
Who knows? Maybe it is…
I mean, I would love to hop on the bandwagon and declare the recession has ended too, (not like anyone would listen) but from my viewpoint, not much has improved for the consumer in this country who just happens to make up 70% of the economy.
As a matter of fact, the last time I checked, foreclosures were hitting new highs (isn’t that what started the credit crisis), unemployment continues to rise and wage growth has slowed sharply.
However, I have to admit that I’m relieved Bernanke and Geithner are coming out publicly to declare the recession over since they didn’t see what was coming when they were helping set policies in the years prior to 2008. Wise men indeed…
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