by Mark R Tracy, MBA, CFP® | Beneficiary, IRA Accounts, Retirement, Running Money ®
Ready to dive into the world of ROTH IRAs? Great choice! These retirement accounts can be beneficial when pursuing a solid financial future, especially if you are not a big fan of taxes. Let’s break it down in plain, understandable terms, shall we? What is the...
by Mark R Tracy, MBA, CFP® | Enduring Principles, Financial Plan, Recent Posts, Retirement
The new year brings a fresh start and a chance to take control of your financial future. Check out our blog for financial resolutions to help you pursue your retirement goals and feel confident in your financial security. From fully funding your emergency fund to...
by Mark R Tracy, MBA, CFP® | Financial Plan
Happy New Year! It is the perfect time for couples to get together and set their own financial goals for the upcoming year and make resolutions about their personal life, business life, and finances. Setting goals together may strengthen your relationship and help you...
by Mark R Tracy, MBA, CFP® | Financial Plan
In Charles Dickens’s timeless classic, “A Christmas Carol,” Ebenezer Scrooge transforms from a miserly old man to a generous and empathetic soul. Along the way, he encounters the Ghosts of Christmas Past, Present, and Yet to Come, who reveal...
by Mark R Tracy, MBA, CFP® | Recent Posts, Retirement, Taxes
Hello friend. As we approach the coming year, let’s look at year-end planning for your finances. Asset Allocation One crucial aspect to consider is asset allocation. It entails dividing your money among investments like stocks, bonds, and cash to create a...