What is your reason for considering a Roth conversion? Some say it’s for retirement and some say it’s for legacy and others like the tax strategy.

Everybody is talking about Roth Conversions (aka Backdoor Roth) right now. If you make too much money to contribute directly to a Roth IRA, you can consider a Roth Conversion, but it’s not right for everyone.

Inflation, the stealthy economic phenomenon, has been silently reshaping our daily lives for years, and one of the most noticeable battlegrounds is our grocery bills. Since 2015, the steady creep of inflation has had a

I recently had a call with a client who is a small business owner. He started his business a few years ago from nothing. Through hard work, dedication and cultivating great relationships, he has built

As you know, the past few years have had unprecedented unemployment rates. We all know someone who lost a job during or after COVID started. If you were one of those unlucky people, I hope

When a bear market gets long and drawn out, as this one has, it is normal for investors to consider getting out; stopping the losses. It’s normal and there are a lot of conversations between

Two birds, one stone :  Make your kids millionaires AND reduce your tax burden, all with one decision. Small business owners have the ability to pay a salary to their minor children. The salary is

Has your Investment Manager told you that the best option right now is to “ride-it-out?” Mine has. Most of us have probably heard this recently, maybe in different words but still the same concept. Why

The last year or two we have seen extraordinary jumps in real estate prices. A lot of people made good money selling their homes. We were also lucky enough to be able to take advantage