MRW Express is the online newsletter of The Financial Consulate, a Fee-Only financial, retirement, and investment advisory service firm in Lutherville, Maryland.

Do you spend too much time worrying about managing your money?  Does it take away from the other things in life you’d like to be doing?  At the Financial Consulate, our mission is to help you lessen that worry by providing a team of experts to guide you through the maze of all things financial.  If you’d like to meet us, please visit our website at www.financialconsulate.com or call us at (410) 823-7283.

FEATURE ARTICLE
UPCOMING GUESTS
Converting a Traditional IRA to a ROTH IRA in 2010
By Drew Tignanelli, CPA, CFP®

In 2010 anyone with a Traditional IRA can convert it to a Roth IRA. You are going to hear a great deal about Roth Conversions over the course of 2010, so let me explain four things:

1. The difference between a Traditional IRA and a Roth IRA 2. Why you should convert 3. Why you should not convert 4. Where there is an easy decision-making tool you can use to make up your mind

Click here to read the article

Upcoming guests on The Money, Riches, & Wealth Radio Show

May 12, 2010
Jack Freel discussing Social Security

May 19, 2010
Natalie Choate, on the air discussion IRAs

May 26, 2010
Attorney Content McLaughlin discussing special needs plannig

June 2, 2010
Open show so call in with your questions!

CONSULATE IN THE NEWS

April 4, 2010 - CNBC
Click here to read the article

March 24, 2010 - Boomers Could Face Higher Tax Burden in Retirement
Click here to read the article

March 22, 2010 - Start Saving Early, and Keep an Eye on Shifting Needs
Click here to read the article

March 19, 2010 - When Not to Pay Down a Mortgage
Click here to read the article

March 18, 2010 - Stretch Your Investing Style
Click here to read the article

QUICK LINKS
Financial Consulate
WCBM 680 AM

NAPFA
Focus on Fiduciary


The Financial Consulate

307 International Circle, Suite 250 | Hunt Valley, MD 21030 | 410-823-7283 | Fax: 410-771-3006