When you leave a job for another company or when you transition into retirement, you have several options to consider.
When you leave a job for another company or when you transition into retirement, you have several options to consider.
Click on the image above to view this Savvy Minute video. What is a Mega Backdoor Roth Conversion? What exactly is a Mega backdoor Roth IRA? It requires that your employer 401k allows after tax contributions. A Mega Backdoor Roth…
Click on the image above to view this Savvy Minute video. What is a Back Door Roth IRA? A backdoor Roth IRA is a conversion of Traditional IRA assets to a Roth IRA. This is a great way for high…
Click on the image above to view the video. Today’s tip will cover “What are some tax-free investment ideas” It is never a bad idea to learn about ways to invest while minimizing your tax liabilities. I would suggest…
The decision you make about your social security benefits is an important decision that will impact you for many years. Understanding the impact of taking your benefits at ages 62, 67, 70 or any age you choose is important because depending on when you claim your benefits this can affect your overall financial and retirement plan.
You need to be alert to the fact that scams do exist. Here are a few tips for you to consider. I would get to know the people you are dealing with.
We had the honor of interviewing Rebecca Ealy. A Certified Mortgage Planning Specialist, dynamic woman and more importantly an amazing human being. Rebecca is a big advocate for “Living Donor”, an incredible way to give the ultimate gift and save…
“Working While Collecting Social Security” Your decision on when to start collecting Social Security benefits is a personal one depending on your own specific situation. There are ways to maximize your benefit, but once again there are several factors to…
Today’s tip will cover “What are A, B & C Share mutual funds?” Mutual Funds invest in a diversified portfolio such as stocks, bonds, real estate or commodities. Some funds issue different types of shares of mutual funds. The principal…
“What’s the difference between a Financial Planner and a Financial Advisor?” A Financial Advisor is a professional who helps manage your money. Financial Advisor is a general term that might include stock brokers, insurance agents, money managers, estate planners, bankers…
