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What is an Annuity and How Does It Work?

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 Click on the image above to watch this Savvy Minute video. What is an Annuity Annuities have been around for a long time, but for most investors, they do not know what an annuity is. So, let’s start with

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Back Door Roth Conversion

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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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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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