Jun 18, 2021

Kiplinger says Roth accounts are a “no-brainer” for young people.  But for those of us who are a little older, it says we should “slow our roll” and get some advice from a professional.  What sorts of things do you consider when you’re helping a client decide whether a Roth rollover makes sense for...

Jun 11, 2021

If you’re serious about your financial well-being, there are certain things you need to have taken care of, by certain ages.  And MSN Money says – by the time you’re in your 60s – you need to have an estate plan in place.  But if I’m not Bill Gates or Elon Musk, why do I need an estate plan – can’t I just...

Jun 4, 2021

Over the course of your lifetime, how much money would you guess you’ll have paid in taxes?  USA Today says – if you add it all up – the average American pays Federal, state, and local governments more than half-a-million dollars!  Now, imagine if you could somehow save just a little more on your taxes each...