Jackie Kleinman, CFP

Latest Posts by Jackie Kleinman, CFP

retirement planning don't stop

Retirement Account Contributions? Don’t Stop Now!

The second most-asked question I get these days is: Should I continue to contribute to my retirement accounts in this

Can it get any more confusing

Can It Get Any More Confusing?

Are you feeling overwhelmed and confused by the flood of information and the alphabet soup of COVID-19 relief packages? First

managing investments during covid 19

Managing Your Investments – It’s a Balancing Act

The current health crisis and its impact on our jobs, our daily lives and our investments has many of us

tax refund or postpone

Tax Refund or IOU, IRS? Tips for Managing Either

Tax season is upon us. Hopefully, you paid attention to my previous blog about getting prepared, and have all of

what you need to know about thesecure act 2020

What You Need to Know About the SECURE Act

Are you feeling insecure about the SECURE Act? Well, knowledge is power. Here’s what you need to know. The SECURE

blog-april15-closer

April 15th is Closer than You Think!

Welcome to 2020! I hope your year will be happy and prosperous! Not to ruin your New Years’ buzz, but

growing retirement savings

Grow Your After-Tax Retirement Savings Via a Mega Backdoor Roth

Does your company have an in-plan Roth conversion program? Are you taking advantage of it? If not, you may be

blog-time-to-reset

Time to Fall Back: Reset Your Clocks, Recheck Your Goals

  Have the big plans you made at the beginning of the year come to fruition? When was the last

blog-how-do-you-spend-your-time

How Do You $pend Your Time?

Is your mantra “If I only had more time”? It seems, in our world of 50-hour (at least) work weeks