Author: Jarrett B. Topel

The (tax) Gift of Giving

As we approach the end of the calendar year, many people start to turn their attention towards their charitable giving...

Five Common Questions

Variety, they say, is the spice of life.  And one of the best parts of being a financial planner is...

Investing vs. Gambling

For many, the word “investing” is synonymous with the word “gambling.”  And, if you don’t invest the right way, I...

Take Advantage of Low-Income Years with Roth IRA Conversions

We all love to make money, and usually, the more the better, right?  However, there can also be an unexpected...

Debt Dillema

As a financial planner, one of the most common questions I get asked on a day-to-day basis is, “Should I...

Investing 101 – Back to the Basics

Sometimes we all need a good reminder of the basics.  When I talk with friends, family and clients about investing and...

The Roth 401(K)

Traditional Individual Retirement Accounts (IRAs) have been around for over 45 years. First created as part of the “Employees Retirement...

The CARES Act

In late March, the senate and the President of the United States passed a $2 trillion stimulus package to help...

Trading Securities – Going Beyond a Simple Buy or Sell Order

When it comes to buying and selling securities most people assume that there is really just one way to do...