I find myself using a lot of the same analogies and statements to make my points. Let me share a few, hopefully you find them to be relatable.
Jamie-isms, If There Is Such A Thing
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Ladies and Gentlemen, This is Your Pilot Speaking
My answers to client questions as they try to manage their investment emotions during the COVID-19 global pandemic.
The Future Is Always The Same
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Here are a few actionable ideas to use in light of the SECURE Act passage.
The Five-Point Financial Plan
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Credit is a tool that can be used for good things, but it must be understood. Here is a simple visual education.
Easy Money – It’s that Simple
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Roth IRA’s Made Simple(r)
Roth IRA's continue to be one of the best tax structures for saving retirement money. I also believe they are one of the best assets to pass along to the next generation. Additionally, there are no Required Minimum Distributions (RMDs) due at age 70 1/2. However, getting them funded has been a challenge for many. … Continue reading Roth IRA’s Made Simple(r)
