Financial Planning

Unlock Tax Savings on Wheels: Your 2023 Guide to Section 179 Vehicle Deductions

Navigating the tax landscape can be as complex as charting a course through the Rockies. But when it comes to…

6 months ago

Asset Allocation in Roth Conversions: The Cherry-Picking Strategy

Your Roth conversion could be a goldmine—or a landmine. Let's explore the strategy of converting multiple asset classes into multiple…

6 months ago

The Roth IRA Backdoor: A Tax-Smart Strategy or a Trap?

Uncover the truth about the Roth IRA backdoor strategy. Is it a financial loophole worth jumping through, or a trap…

6 months ago

Socially Responsible Investing: Truth or Trend? A Deep Dive into Ethical Investing

"Imagine this: Earn $1 million investing in oil and gas or half of that through renewable energy?" If the latter…

7 months ago

Financial Planning: Not Just for the Elite The Common Myths and Realities

Financial planning isn’t just a luxury for the mega-rich. Many believe that to get a decent financial planner, you need…

7 months ago

Common Misconceptions about Company-Provided Life Insurance: Why Term Life Insurance Might Be a Better Option

Key Points Company-provided life insurance has limitations, such as insufficient coverage, termination upon leaving the company, and limited customization options.…

9 months ago

This website uses cookies.