Technology is becoming more prominent and useful across the whole of wealth and investment management. Nonetheless, industry-leading research and market practitioners alike strongly suggest: humankind and the marketplace are nowhere near ready to shake free of the human connection. Robo-advisory, where more and more of investment decision making is being informed by artificial intelligence and…
We’re just a few short weeks away from the extended IRS federal income tax filing deadline of May 17. This is also the deadline to make Traditional and Roth IRA, self-employed retirement plan, and Health Savings Account contributions for the tax year 2020. As a reminder, Traditional and Roth IRA contribution limits are $6,000 plus…
With the end of the year fast approaching there’s still time to consider some year-end planning before we say goodbye to 2020. It’s important to understand deadlines for the various strategies that you may take into consideration and coordinate them with the overall objective of your personal financial plan. Some of these strategies can potentially…
Welcome. Whether you are an existing Ridgevale Financial Planning client or found your way through a Google search, I’m glad you’re here. I launched my firm in June 2020 with you in mind, and I hope you find this blog interesting and useful. Let me start out by providing some background about me–not my life…