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Old 401k rollovers - What to do with them

One of the most used tools on our tool belt when helping clients is a 401(k) Rollover. This is a way to move an account without incurring...

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Old 401k rollovers - What to do with them

Baby Step Motivation

A Quick Backstory People told me growing up that I needed debt in my life and that debt was good. “I can’t get a mortgage without a...

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Baby Step Motivation

New Features Available in 2024 for 529’s and Roth IRA Rollovers

The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...

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New Features Available in 2024 for 529’s and Roth IRA Rollovers

Roth Conversions and if they are a good option for you

As the calendar turns over, it is an excellent time to review your current tax situation and see if there are tax strategies that you can...

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Roth Conversions and if they are a good option for you

Making Up for Lost Time – Funding an IRA for 2023

Each year, as we turn our calendars to January, we brace for the inevitable change that comes with a new year. The IRS has been on a tear...

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Making Up for Lost Time – Funding an IRA for 2023

Rule 72(t): Withdraw early from your retirement account without a penalty

What is rule 72(t)? Rule 72(t) refers to a section of the Internal Revenue Code that gives parameters to follow to make early withdrawals...

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Rule 72(t): Withdraw early from your retirement account without a penalty

How Can Faith Impact Your Finances?

Money and the Bible The Bible speaks about money in over 2,000 verses, which is more often than it speaks about faith and prayer.  Is...

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How Can Faith Impact Your Finances?

Should I pay attention to the Capital Gains Tax, and how will it affect me?

Taxes can be a frustrating and challenging topic to keep straight. Knowing what taxes come into play in various situations, with such a...

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Should I pay attention to the Capital Gains Tax, and how will it affect me?

Getting Out of Debt

Some of us reading this article may have been in debt at some point in our lives. It is a frightful, burdensome, overwhelming feeling...

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Getting Out of Debt

Putting a Premium on Trust

A recent Vanguard study identified the importance of trust between clients and their financial advisors. In this article, we will discuss...

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Putting a Premium on Trust

Are you 59 ½ or Older and Still Working?

An In-Service Rollover Might Be Right for You Suppose you ever left an employer with a retirement plan you contributed to. In that case,...

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Are you 59 ½ or Older and Still Working?

What is Opportunity Cost?

Opportunity cost is the benefit of what an individual misses out on when they spend their funds on a particular item vs another item or...

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What is Opportunity Cost?

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