by Dan Haines | Jul 1, 2021 | Financial Planning
Roth IRAs are a popular savings tool, but their full potential is still underappreciated by many investors. Given their flexibility and optionality, Roth IRAs can be an important investment vehicle for both those starting out in their career and those starting to...
by Dan Haines | Jan 5, 2021 | Financial Planning, Investments
Owning company stock can be a great way to participate in your company’s success. You may have received the stock through restricted stock units (RSUs) or stock options from your company or purchased shares directly or through an employee stock purchase program...
by Dan Haines | May 15, 2020 | Financial Planning
For many homeowners, the mortgage payment is one of their largest expenses. With mortgage rates declining, there could be a significant opportunity to lower monthly payments. One side effect of the COVID-19 pandemic has been a drop in government interest rates. This...
by Dan Haines | Jan 16, 2020 | Investments
As we end the decade on a high note for the markets, it is worth reflecting on the past 20 years and how we got here. When we started the past decade during a recession, it was hard to think that we would have a bull market for the next ten years and one of the...
