Market Updates
From Our President
Roth IRA Conversions: The Single Greatest Legacy Gift You Can Give!
Most Americans dread knowing that the government is eagerly waiting for all those tax dollars you’ve been avoiding for decades. So the question is: how can you minimize taxes paid to the government for you,and your family’s, lifetime, while maximizing retirement income?
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Understanding the Four Major Types of Annuities
Annuities can be a complicated animal. There are certainly circumstances where they fit a need in one’s life and so I’d like to take a few moments to educate about the 4 main types of annuities.
READ MORE...Financial Planning Tips for the Twenty Somethings
Unfortunately, I've noticed a disturbing trend: the lack of financial literacy amongst adults. People need some financial foundations in place to help them avoid costly mistakes, especially as they enter their working years.
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9 Rules to Optimizing Your Property & Casualty Insurances
Auto and homeowners insurance are two insurances that are often set it and forget it in an individual’s life.
READ MORE...Market Movement & Its Effect on Me
Like any 8 year bull market run, people start wondering and worrying. "When might this end? How does this impact the economy and spending behavior?"
READ MORE...Understanding Annuities in 5 Minutes or Less
Despite being one of the oldest investment vehicles out there annuities are still probably one of the most misunderstood investments on the market.
READ MORE...Help! I want to retire...and soon
Retirement. It's a big and scary decision. You typically only get one shot at it and most of your decisions are permanent.
READ MORE...The 1% No One Seems to Care About
If I had a dollar for every time a client showed me an array of savings accounts at multiple institutions, I’d have several extra more dollars.
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Effective Bookkeeping for Small Businesses
The Fundamentals of Effective Bookkeeping for Small Businesses
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