Sarah Around Town

Horse sports teach us a lot about partnership and planning. 

In training, we form deep bonds and get to know each other's quirks, weaknesses, and strengths. We learn what our partners need most from us.

Success doesn't happen by accident, so we set our ourselves up for success in big ways like providing the best possible diet and living environment. And in small ways like offering a little nudge with our fingers on the rein to help our partners balance their body before a turn. 

Getting the big things right is often intuitive. But it's easy to miss the small things.

If you're reading this message, you're probably doing the big things like putting money in your 401(k) and living well within your means.

I'm here to help you with the small things like understanding when to take your Social Security, whether paying your mortgage off early will make a difference, executing that Backdoor Roth IRA strategy that feels intimidating, unwinding that company stock you've been meaning to sell, or setting up that UTMA account for you child so they can learn how to be good stewards of money well before they inherit.

Being a Wealth Manager is about partnership and planning. Getting to know your quirks, weaknesses, and strengths so I can offer you that little nudge, right when you need it.

If you're feeling unbalanced or unsure of your direction, I'm here. And I probably already know what you need.

Getting the big things right is often intuitive. But it's easy to miss the small things.

Wealth Management 101

Do I Need an IRA?

An IRA can be a powerful wealth building and tax optimization tool. But with all things governed by the tax code, there is nuance. In this article I outline the what, why, and how of IRAs so you can decide if you need one.

Continue Reading...