Author: rad
Estate Planning 101
The Basics Estate planning is the most overlooked area in people’s financial lives. It often gets ignored or put off for a variety of reasons, whether it’s too expensive, too complicated or because people don’t think they have enough assets to need it. Estate planning is important for everyone. We created a guide to help…
Back to Basics: Building an Emergency Fund
One of the most boring but essential pieces of a successful financial plan is creating an emergency fund. Without it, a plan can fall apart instantly. In this article we will discuss what it is, why you need one and how to set one up. What is an Emergency Fund? Regardless of your net…
Is the Back-Door ROTH soon to be Out the Door?
On September 13, President Biden and Democrats released a comprehensive proposal that if enacted would impactalmost all areas of tax planning. For now, this is just a proposal, but there are some things you can do before the endof the year to make sure you are taking advantage of planning strategies that may not be…
Trying to Supersize Your Retirement Savings? A Mega Backdoor Roth IRA Conversation Could Come in Handy
Reaching retirement is exciting, but having enough to maximize your quality of life during retirement is key. You’ve likely heard of a backdoor Roth IRA, but for some looking to maximize their withdrawals in retirement, a mega backdoor Roth IRA may be the way to go. What is a mega backdoor Roth IRA? Below we’re…
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