News & Events

Roth Conversions No Longer Allowed? 2021 Tax Proposals

What if Congress slams the door on back door Roth IRA strategies?

What if capital gains taxes increase?

What if social security benefits are cut?

A lot of us are receiving questions like that right now, especially after hearing about […]

November 9th, 2021|News & Events|

The Rising Cost of College – Preparing Your Client

Inflation strikes again, so let’s assess the damage.

Have you noticed the rapid increase in college tuition prices? 

College tuition in America has skyrocketed since the ’90s. 

This is something that we can all agree on but the cause of […]

November 2nd, 2021|News & Events|

Financial Advisors Help With Medicare?

Leaves are changing colors, and Fall is officially HERE!

It is the yearly period in Fall when open enrollment for Medicare begins. As October 15th is quickly approaching the topic of healthcare becomes top of mind.

For your clients turning 65, […]

October 26th, 2021|News & Events|

Dear stress, Let’s break up…

Saying that 2021 has had a lot going on, is an understatement.
Every month it seems we are faced with inflation worries, economic concerns, and more.
Research has found that the human brain is uniquely vulnerable to uncertainty. It […]

October 19th, 2021|News & Events|

Getting it wrong? [Opportunity Cost or Opportunity Lost]

How much opportunity cost can your client afford to lose before they are in trouble?

Let’s discuss

Economists use the term opportunity cost to describe the value of what you could have chosen to do, anytime you make or […]

October 12th, 2021|News & Events|