Latest Articles Written by our Team
Roth IRAs and Backdoor Roth IRA Contributions
What is a Roth IRA A Roth IRA is an investment vehicle that allows people to save for retirement using after-tax dollars. Those dollars are then invested into securities like mutual funds, individual stocks, bonds, or other investable securities. The advantage of a Roth IRA is that the investment grows tax-free, and distributions can be taken tax-free after age 59 ½. This is a great way to get tax-free savings and control your tax liability in retirement. The downside is that there are some...


Selling Your Small Business
Are you thinking about selling your small business and sailing into the sunset? Have you poured blood, sweat, and tears into your small business over the years and are now ready to settle into retirement ? That’s great, but where should you begin? In this article, we will discuss a few simple questions that will help you in the planning of the sale of your small business. Question 1 – When Do You Plan To Retire? This question sounds relatively easy, but the reality is that over 70% of...

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What We Learned this Week

The Fed Just Raised Rates for the First Time in 3 Years | What It Means for Your Retirement

Markets Rally Despite Fed Pressure, AI IPO Surges & Iran Oil Tensions

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AI Fatigue Hits Wall Street | Tech Pullback, OpenAI IPO Delay & Market Update

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Is your investment strategy outdated? Five Questions To Ask #retirementplan #retirementsavings

Why Whitaker-Myers Doesn't Like Target Date Funds #retirementplan #retirementsavings #retirementplan

The Five Retirement Planning Mistakes to Avoid #retirementplan #retirementsavings #retirementplan
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