I’m excited to announce that the financial advisors at Rosemont Financial Group have partnered with LPL Financial to provide our…
Cody's Corner Retirement Planning & Financial Advice
Welcome to Cody’s Corner! Let’s think in hockey terms for a moment: Coming off a tough loss or hard fought win, within a day or two, the team gathers in the locker room to improve for the next game and the rest of the season. Breaking down game tape, showing individual plays that worked or didn’t, and brainstorming new systems are all a part of improving on a win or bouncing back from a loss.
Back to investing and financial planning: Here you will find updates on topics I have been receiving recent questions on, an investment, product, or strategy that I may feel could use some extra explaining, or anything else that is important or relevant to your financial wellness. If you think a topic could be a useful post, let me know. Get ready for some X’s and O’s in Cody’s Corner!
Should the Election Change Your Investment Strategy?
Under two weeks until the presidential election and undoubtedly the most frequently asked question I receive as an investment advisor…
No Income But Want an IRA? Try a Spousal IRA
Two of the largest hurdles to overcome if you want to fund a Traditional or Roth IRA are (1) Making…
2019 Roth IRA & Traditional IRA Contributions Update
As you know, the tax filing deadline for 2019 has been extended to Wednesday, July 15, 2020. Besides this extension…