Roth ira conversion- action today for a better future
A Roth Conversion, simply defined, is taking some, or all, of your pretax retirement savings and transferring to a Roth IRA account. To recap, a Roth IRA, is a qualified retirement account where you have previously paid the taxes on the contributions, investments grow tax deferred and qualified withdrawals starting at 59 ½ are tax...
Building success on the fundamentals of financial planning
In my most recent articles, I wanted to start with some of the fundamentals. So, I’ve shared on creating a budget; teaching kids about finance; the power of compounding; just to name a few.
Where Will You Focus?
Where Will You Focus? My friend and I were talking, and he shared that the stock market was stressing him out. I chuckled a little and explained to him that wealth is built over time. We have been having these conversations over the course of the last year as he has started paying more attention to the stock market and making...