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Tag: roth ira

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Five Steps to Get your Financial House in Order this Year

January 20, 2021January 25, 2021by Maureen.WrightLeave a Comment on Five Steps to Get your Financial House in Order this Year
Five Steps to Get your Financial House in Order this Year

Hello 2021, we have been, not so patiently, waiting for you! Like many of you, I like to use the first month of the year to organize the various areas of my life to promote a fresh start for the new year. It won’t come as a surprise that my personal finances are one of [...]

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True Life: I Did a Roth Conversion

November 23, 2020November 23, 2020by Maureen.Wright11 Comments on True Life: I Did a Roth Conversion
True Life: I Did a Roth Conversion

I love Roth. That is Roth IRA’s. You may have already figured it out due to the amount of posts I’ve written on the topic. If you didn’t know that or aren’t familiar with the concept of a Roth IRA, I suggest checking out one of the following posts I’ve already written on the topic: [...]

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Should I Contribute to an IRA?

February 11, 2020by Maureen.Wright5 Comments on Should I Contribute to an IRA?
Should I Contribute to an IRA?

With tax season in full swing, my inbox has been flooded with emails from clients asking if they should contribute to an IRA. If I have clients asking me this question, I'm thinking some of you might have the same question so I want to help. Questions to Consider When I get this type of [...]

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What’s a Backdoor Roth Conversion?

January 16, 2020March 22, 2020by Maureen.Wright6 Comments on What’s a Backdoor Roth Conversion?
What’s a Backdoor Roth Conversion?

Yesterday, I posted this article that reflected on my first year as a personal finance blogger. It has been an incredible journey thus far but I am ready to up the ante this year and dive into more complex and hopefully even more relevant personal finance topics for you all. Today I am tacking Backdoor [...]

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The Best Christmas Gift

December 19, 2019January 6, 2020by Maureen.Wright4 Comments on The Best Christmas Gift
The Best Christmas Gift

A Lesson on the Time Value of Money What's the best Christmas gift you've ever received? I have been fortunate to receive some really nice gifts over the years but the most valuable gift I ever received was given by my parents when I was 16 years old. If you read my personal story that [...]

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One of the best winter accessories.
I brought Elizabeth into the office at the end of 2021 and it was a very productive trip…evidenced by her being completely tuckered out!
Finally sharing the details for Elizabeth’s sweet floral inspired nursery.
Miss Elizabeth Marie made her debut on October 1st!!
As you all may know, we are welcoming a bundle of joy next month! I’ve been staying busy getting ready for our little love bug and wanted to share specifically how we’ve been “baby proofing” our personal finances.
Showering Baby Wright with so much love today! September will be here before we know it!

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