Category Archives: Q&A with Tim

Tim tackles some of the most commonly asked questions about retirement planning and investment management.

I’m 34 Years Old. Am I Falling Way Behind on Saving for Retirement?

I’m 34 years old and haven’t started saving for retirement.  Am I falling way behind? That’s a great question, and there are two vantage points that we’ll want to consider when answering it.  First off, let’s look at where you stand in relation to your peers.  And second, let’s look at where you stand in…
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What is the Difference Between a ROTH IRA and a Traditional IRA?

I'm actually surprised this question doesn't come up more often than it does. These accounts are staples within the investment world. Yet, the more people I speak with the more I realize there remains a lack of understanding between two of the most common types of retirement planning vehicles. So what is the major difference?…
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