Roth Conversions: How to De-Tax Your Retirement
Simply put, a Roth conversion is the movement of funds or assets from a tax-deferred ...
Retirement Planning Steps You Can Take Today
Retirement is the ultimate goal for most Americans today, and this goal can be daunting ...
What is a financial plan? Do I need one?
What is a Financial Plan? The CFP Board (Certified Financial Planner Board of Standards) ...
Savings 101: Pay Yourself First
When payday comes, where does your money go? A good rule of thumb is to pay yourself ...
What You Need to Know About the Market in 2022
Growing up in the southwest my family undertook a couple of cross-country road trips that ...
What happened in Q3?
Three-quarters of the way through 2021 and it seems like the year just started in many ...
2021 Still Seeing Upwards Momentum
Just a short month ago brought me and my wife to a local Dallas hospital, but thankfully ...
Predictions of Hope
A common theme that resonated throughout most literature in predictions for 2021 was ...
It's time for a financial review
Each year, at least once per year, a thorough checkup can help extend the life and keep ...
Finding the Right Benchmark
Growing up the youngest of three children was certainly an adventure, always having ...