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Month: March 2019

Mailbag – Roth IRAs, Robo-Advisors, Tech Stocks

Posted on March 28, 2019 by Walter Storholt

Barbara and Phil answer a whole variety of listener-submitted questions this week. Find out their preferences on Roth vs. traditional IRA accounts, what you should know about robo-advisors, what you might do if you’re heavily invested in tech stocks with a short time horizon, and more. […]

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Episode #15: Mailbag – Cash Settlements, Social Security Taxes, Inheritance

Posted on March 12, 2019 by Walter Storholt

Join us as Barbara and Phil feature your listener questions. They’ll discuss how to handle a cash settlement from an auto accident, how much of your social security is taxable, what to do if you’ve maxed out your Roth IRA contributions, and more. […]

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  • 815-399-9806
  • Mon - Thur 9 AM - 5 PM / Fri 9 AM - 3 PM
  • 6981 Redansa Dr, Rockford, IL 61108