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Alan Moore, MS, CFP®

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Blog Posts

Just Ask “Do You Have A License?”

What if you just want to find out really quickly if it’s worth your time to talk with a particular financial advisor? Just ask “Do you have a license?”

Business

Including Social Security as Part of Your Retirement Plan (in Shorewood Patch)

One source of retirement income that is often ignored or discounted, but should still be part of your plan – is social security.

Real Estate

Owning vs. Loaning - How Will You Invest In The Market?

There are two primary ways that a person can invest in the market - you can either own something, or you can loan someone money.

Business

How Do I Start Saving? 5 Tips To Get Started Today!

Very few people get really excited about saving money. Here are some tricks I have found that are very helpful to get you started saving for the future.

How Can I Reduce My 2012 Taxes? Make A Traditional IRA Contribution! (in Shorewood Patch)

Want a way reduce your 2012 tax liability? Learn how you can still make a contribution to your Traditional IRA for 2012 to get the tax deduction!

Questions To Ask When Interviewing A Financial Advisor

When answering a prospective clients questions about my financial planning firm, I was reminded how difficult it is to interview a financial advisor.

My New Year’s Resolution — Milwaukee Winter Bucket List

This year, my wife had a wonderful idea - “instead of typical New Year’s Resolutions, let’s make a Milwaukee Winter Bucket List."

Things To Consider Before Co-signing A Student Loan

The number of parents and grandparents co-signing student loans is on the rise. Here are some things to consider before you agree to co-sign a student loan.

Business

4 Financial Tips For The Sandwich Generation

We have been hearing about the Boomer generation, Gen X, and Gen Y, but what about the Sandwich Generation? It represents one of the most financially difficult times that we will experience.

Business

How To Convert a Non-Deductible IRA to a Roth IRA

So you want to contribute to a Roth IRA, but you make too much money, and your employer doesn’t offer a Roth 401(k) eh? But what if you REALLY want to contribute to a Roth IRA? There is a way!

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