I'm Certified Financial Planner™ and author of The Astute Advisor, a personal finance blog. I'm the owner of Bridgeview Capital Advisors, Inc., an independent registered investment advisor and I help busy professionals manage their finances.
Roth IRA Conversion – The Pro Rata Rule Is Lurking
Roth IRA Conversion – The Pro Rata Rule is LurkingA Roth IRA conversion and Roth IRAs in general can be powerful tools in a retirement saver’s toolkit. The potential to accumulate a...
Investing vs Gambling – They Are Not The Same Thing
Investing vs Gambling – Don’t Gamble With Your InvestmentsInvesting vs gambling. We shouldn’t confuse the two but often do. And to be fair, some investment decisions look a lot like...
Happy New Year! 10 Most Popular Posts From 2018What a year it has been! As we say goodbye to 2018, here’s a look back at some of the most popular posts on The Astute Advisor blog. Hopefully you...
Canceling PMI Can Save You ThousandsCanceling PMI can save you thousands. If you own a home and you put less than 20% down, it’s likely you have Private Mortgage Insurance, or PMI. This is...
401k Trustees - It's Time To Review Your PlanIt isn't lost on small business 401k trustees that these plans are not for the faint of heart. Endless changes in regulations and increased scrutiny leave...
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