First, let’s clear the misconception about a ROTH IRA. If you do a ROTH Conversion this year, it will cost you money. However, in the long turn it might be the best tax avoidance strategy you could have. Why on earth would I recommend paying higher taxes?
The BIG GAME is really every day, not just the first Sunday in February. Yes, on Sunday most of the world that has access to a TV, will be watching the young upstarts Carolina Panthers take on Peyton Manning and the Denver Broncos. So Michael, what is “THE BIG GAME”? It happens every day of…
Let me share an initial meeting I had this week with a late 30’s married couple, that came from a client referral. The meeting plan was to discuss their investments, 401(k) and retirement. Maybe they look like you, or your children or friends or this looks like where you are headed. They are college educated,…
“Everyone has a plan until they get punched in the face – Mike Tyson” How do you like 2016 so far? I am not one for riding roller coasters and this year has already had so many ups and downs in last three weeks, that I am concerned that someone may earn the call sign…
As the end of the year approaches, we know you might be busy with holidays, family, and travel, but it is also a good time to do some last-minute tax planning. As a courtesy, we want to provide you with a few eleventh-hour tax tips you may find useful. Although tax planning is rarely fun,…
Will you begin your own adventure of filling out your company benefits ahead of time? Or will you complete the package at 10 p.m. the night before it is due? Do you want to Be a Financial Olympian about your company provided health benefits? Here are my top 5 recommendations for you to Be a Financial Olympian with…