Blog Archives

Back Door Roth Conversion

Click on imate to watch video

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

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How to Prevent from Being Scammed

Fraud Prevention

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.

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Interview with Rebecca Ealy, Certified Mortgage Planner and Living Donor

Rebecca Ealy, Living Donor

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

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Working While Collecting Social Security

can i work and collect social security benefits

“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

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Financial Advisor vs Financial Planner

What is the Difference between a Financial Planner and Financial Advisor

“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

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Financial Planning: Buy or Lease a Car?

Should I buy or lease a car?

 Today’s tip will cover “Buying vs. Leasing a Car?” When it comes to buying vs. leasing a car, it really depends on your lifestyle, cash flow – meaning what income you have coming in and what expenses you need

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Financial Planning: What are 401k Catch Up Contributions?

401k Catch Up Contributions

“What are 401k Catch Up Contributions?” Contributions to a traditional 401k are limited to $18,500 in 2018. If you are over age 50, then you may be eligible to set aside up to $24,500 in 2018. That’s an additional $6000

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