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Sneaky Roth IRA Mistakes
Some of the most common mistakes when it comes to contributing to a Roth IRA.
Jul 1
•
Clifford Cornell, CFP®
4
1
June 2026
I’m not sold on homeownership leading to wealth.
The numbers tell a different story.
Jun 24
•
Clifford Cornell, CFP®
4
1
Unwarranted risk.
Don’t put risk before responsibility.
Jun 17
•
Clifford Cornell, CFP®
6
2
Priced out of homes, priced into stocks.
An interesting environment for young people.
Jun 10
•
Clifford Cornell, CFP®
8
1
Basis Northwest in Review
All things taxable wealth.
Jun 3
•
Clifford Cornell, CFP®
5
3
May 2026
Hot Take: Lifestyle Creep Isn’t Always Bad
When savings are handled, spending more isn't always an issue.
May 27
•
Clifford Cornell, CFP®
7
1
Direct indexing is getting Wall Street’s attention
Tax awareness continues to grow.
May 20
•
Clifford Cornell, CFP®
6
Fee sensitivity matters. Bring the same energy to tax awareness.
Finding the options that make the biggest impact.
May 13
•
Clifford Cornell, CFP®
6
The Personal Finance Playbook Has Changed
Personal finance has evolved.
May 6
•
Clifford Cornell, CFP®
7
April 2026
Strategy and execution, very different things.
Don’t forget the nuance.
Apr 29
•
Clifford Cornell, CFP®
6
Capital Gains Tax
Clearing up some common misconceptions..
Apr 22
•
Clifford Cornell, CFP®
5
The Internet Oversells 72(t)
How it works, when it is applicable, and the potential pitfalls.
Apr 15
•
Clifford Cornell, CFP®
4
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