Dave: I’m here with my business partner, Tim, today. He recently helped a client convert $160,000 to Roth and pay no additional tax. So, we wanted to share this story with you because I know...
DAVE:
I’m here with my business partner, Tim, today and he recently helped a client convert $160,000 to Roth and pay no additional tax. So, we wanted to share this story with you because I know...
What can you expect with the Social Security Cost of Living Adjustment (COLA) for 2022?
Over the last 10 years, the average cost of living increase in social security has been 1.65 percent. The...
We help quite a few people retire before the age of 65 and many times health insurance costs are one of their biggest concerns. And rightfully so because you and I can imagine how pricey it...
In the past few months, we’ve seen a few clients, and parents of clients, mentally decline in a short amount of time. They had a handle on their financial things, but then pretty rapidly,...
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