Does a Roth IRA Conversion Make Sense for You?

With the introduction of the Roth IRA beginning in 1998, investors were given the ability to make contributions with after-tax dollars while foregoing any tax deductions from income on the front end. In exchange, they received tax-free growth on…

Financial Planning for College Grads

Graduation season is upon us and many of our children are leaving college and preparing to venture out on their own. Many professors, counselors, and parents have been giving them advice on highly academic pursuits for a while now…

Tax Deferral: A Very Powerful Financial Planning Tool

With the April tax deadline quickly approaching, taxes are on the minds of most investors. One thing I think we can all agree on is striving to pay Uncle Sam as little as possible in taxes, especially when it relates to our investment income…

Volatile Markets Can Lead to a Potential Harvest

Global equity markets have seen their fair share of volatility in 2015, and the media does more than enough to remind you of this fact. With the problems in China, the Fed’s decision on the impending rate increase, and global oil prices…

Social Security: The New Rules

On November 2, 2015, President Obama signed the Bipartisan Budget Act of 2015. Much of the premise of this budget deal was to avoid a government shutdown; however, just like all bills in Washington, the devil is in the details. One of the…

Back to School on Education Planning

It has been well publicized in recent years that the cost of college education is at an all-time high and continues to outpace inflation. Unfortunately, the job market for graduates remains thin six years removed from the 2008 recession…


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