CERTIFIED FINANCIAL PLANNERS™: Are They Worth It?
Working with a CERTIFIED FINANCIAL PLANNER™ (CFP®) is usually seen as a privilege only the very rich can afford. Having enough money that you need
August 11, 2021
Blog & Podcast
6 Reasons to Hire a CERTIFIED FINANCIAL PLANNER™
With over 100 different designations and specialties, financial advisors can often seem like a dime a dozen. You can’t go very far in this country
August 3, 2021
What Does a CERTIFIED FINANCIAL PLANNER™ Do?
Hiring a financial advisor can be a confusing and tedious process. Different advisors have different qualifications and finding the right one means navigating a sea
August 2, 2021
What the Pro-Rata Rule Means for Your Backdoor Roth IRA
The backdoor Roth IRA pro-rata rule is a little known but highly important regulation that can have significant implications for anyone executing a backdoor Roth
June 21, 2021
IRA Aggregation Rule and Implications for Your Backdoor Roth Conversion
Unlike traditional IRAs or 401(k) accounts, the Roth IRA is funded with after-tax dollars and the investments in the vehicle grow completely tax free. Not
June 7, 2021
Mega Backdoor Roth IRA Conversion
A Roth IRA is one of the most popular retirement savings vehicles in America and for good reason. Unlike the traditional IRA or 401(k) plan,
May 31, 2021
Three Steps to Execute a Backdoor Roth IRA
A Roth IRA is an excellent way for people to save for their retirement and not have to worry about paying additional taxes in the
May 24, 2021
Roth IRA Rollover Methods
The Roth IRA is one of the most useful retirement vehicles available, but many retirement savers don’t start with one as their first account. A
May 17, 2021
Backdoor Roth Taxes: What You Should Consider
When it comes to creating a backdoor Roth, the first thing many people take into consideration is backdoor Roth taxes – and rightly so. There
April 26, 2021
Most Popular Posts
What to Invest in During Inflation: 6 Strategies for Investors
Is there such a thing as inflation-proof investing? You can’t hide from inflation completely; however, you can plan for and protect yourself against it. As
Why is Inflation Rising? Now Compared to 40 Years Ago
High inflation hits everyone actively participating in the economy, although its effects aren’t distributed evenly across the United States. To understand inflation and get a
Why is Inflation Rising and How Did We Get Here?
The Central Bank is still trying to tame the fastest price escalation the nation has witnessed in four decades. As rates increase, it pays to
6 Tax Secrets the IRS Doesn’t Want You to Know
The IRS knows that taxpayers research how to avoid paying taxes, so why would they make it easy? The power of the people resides in
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