The Firm
Our Clients
Our Team
Services
Blog
Free Assessment

Modern Financial Planning

The Firm
Our Clients
Our Team
Services
Blog
Free Assessment
Mike Troxell
December 20, 2018
Tax, Retirement

Roth Conversions: Tax Planning for Younger Generations

Mike Troxell
December 20, 2018
Tax, Retirement
Roth Conversions: Tax Planning for Younger Generations

For those who expect to have at least one low-income year, a roth conversion could make a lot of sense. A roth conversion could be a way to get the best of both worlds with retirement accounts. If you’re retiring early or quitting your job to launch a company, raise a family, or travel then this post is for you.

Mike Troxell
October 24, 2018

Steak Dinner and Hidden Fees

Mike Troxell
October 24, 2018
Steak Dinner and Hidden Fees

There are several layers of fees, and different costs associated when it comes to investing. Unfortunately, most investors aren’t fully aware of the fees they’re paying. Imagine if this is how other things in life were, such as going out to dinner at your favorite restaurant.

Tagged: investing

Mike Troxell
October 17, 2018

Haunted Houses and Behavioral Finance

Mike Troxell
October 17, 2018
Haunted Houses and Behavioral Finance

There are a few lessons we can learn from entering haunted houses this October. Being scared makes us human. During stock market turbulence being scared doesn’t make you a bad investor, especially if you can understand, expect and plan for those emotions.

Tagged: investing, behavioral finance, millennials, stock market, financial planning, berkeley, oakland, san francisco

Newer Posts
Back to Top
Home
Modern Financial Planning, 344 Thomas L Berkley Way, Oakland, CA, 94612, United States510-519-7009

Copyright © 2024 Modern Financial Planning  |  All Rights Reserved | Disclaimer