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The Roth IRA’s Secret Tax Benefits That Everyone Should Know
1. Tax-Free WithdrawalsMoney that goes into a Roth IRA is after-tax dollars. Because you've already paid taxes on that money, once it is withdrawn, it comes out tax-free. There are some restrictions on those withdrawals if you want to...
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Get Rid of Old Records
Which documents should you keep?And which ones can you shred? Everyone is guilty of holding on to documents for too long. Whether you feel like it has real value, or you're keeping it for fear of needing it, this can create quite a...
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Is A High Deductible Health Plan Right For You?
Who Should Consider A High Deductible Health Plan? What is a High Deductible Health Plan?A High Deductible Health Plan (HDHP) is a government Marketplace health plan with an annual deductible of at least $1,400 for an individual or $2...
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Why Is Good Credit Important?
Your next loan could have more favorable terms. In a world that's moving away from cash and becoming more dependent on credit, you've likely heard financial institutions talk about the importance of credit scores. Whether it was in...
Read MoreCoronavirus-An updated Perspective
We want to take a moment to update you on our thoughts related to the coronavirus and its impact on the financial markets, and, ultimately, on your personal financial situation. Going into this New Year, many stock markets around the...
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What the CARES Act Means for You
The coronavirus pandemic has affected virtually every facet of American life and severely impacted the markets and economy. Congress and the federal government have acted to help individuals and businesses get through this difficult...
Read MoreWeekly Coronavirus Update
We understand communication is important and even more important during difficult times. We hope you and your loved ones are staying safe. Hopefully, you can spend more time with your family and while paying attention to news reports,...
Read MoreCOVID Letter
As we respond to the rapidly changing situation surrounding the COVID-19 virus (coronavirus), we want to share with you what we are personally doing to minimize the spread of this virus and still be available to you for your financial...
Read MorePerspective of Coronavirus and Market Conditions
In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through the 2020 caucuses and primaries, we have just experienced the third...
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