Last Thanksgiving, a client emailed me, asking to transfer funds to another account of hers—electronically. But we can’t do that by email. So, I let her know I’d need to call her.
A client told me he had recently changed jobs and asked if I would roll over his 401(k)—into an existing Roth account. I asked if he knew whether his original 401(k) had been a traditional, or a Roth. Was he sure?
Two of our clients, a husband and wife on the West Coast, are successful entrepreneurs raising three beautiful children. Their oldest child is a freshman in high school and an elite athlete, traveling the United States and Canada playing hockey.
I had a client come to me and ask how they could qualify for a mortgage if they don’t have income? Their current home had become a burden and they needed to start the process of finding their next (more manageable) dream home.