Blog - Timonier

Want to Save More? Here Are the Accounts to Consider

Accounts You Should Consider to Save More

When you have a surplus of cash on hand that you want to save for the future, we often need help identifying all of […]

Create Your Master List of Goals 2022

Create Your Master List of Goals

Goal setting is fundamental to sound financial planning. Whether you’re considering these goals for the first time or have had lingering thoughts for some time, […]

Can I Make A Tax Deductible IRA Contribution? 2022

Sometimes A Traditional IRA Contribution is NOT Tax Deductible

A traditional IRA is a great option for clients looking to save for retirement in a tax-deferred account. However, there are many […]

Can I Make A Backdoor Roth IRA Contribution?

Are you curious?

While there are a few elements to a backdoor Roth contribution strategy, with the right counsel it can be quite simple. Review the checklist below to see if […]

From the Engine Room: Q4 2021

Market Whiplash

As in most years, there was no shortage of reasons to be pessimistic in 2021. Despite these headwinds, the US economy is surprisingly doing quite well. Businesses are […]

From the Engine Room: Q3 2021

Why Slower GDP Shouldn’t Worry Long-term Investors

The business cycle is advancing despite a number of investor concerns, one quarter after the economy returned to pre-pandemic levels. And while the […]

From the Engine Room: Q2 2021

The New Expansion

Of late your focus may have been on billionaires launching themselves into space, chiropractor visits from your crypto portfolio whiplash, still undecided tax legislation, refinancing debt, […]