The process of Roth conversions is a very popular topic when we are speaking with clients. We have seen that a common goal among our client base is to pay as little as possible in taxes to the federal government throughout their retirement. Performing a Roth conversion allows you to shift assets from a pre-tax
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In our experience, a credit score can be the first step an individual may take down the path of financial planning. A strong credit score can be an early financial goal when applying for a loan, whether it is applying for a credit card, student loans, or possibly a mortgage, because credit scores are important
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In February, after the administration announced Tariffs on China, Mexico, and Canada, many US business owners decided to front-end load import purchases to potentially avoid Tariffs. This helped cause GDP to be negative in the first quarter at -0.3% since Imports are viewed negatively within the GDP calculations. For the S&P 500, both February and
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As parents, we can understand the importance of supporting our children’s goals and encouraging them to explore their interests and pursue their dreams. However, as financial advisors, we also understand that sometimes there needs to be a limit to what is allowed. We have seen, both personally and professionally, how much time and money youth
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With the recent volatility in the stock market, we wanted to address what it means for the market to be “in a correction.” A Correction in the Stock Market is when a drop or reversal of 10% occurs from the recent peak. This is a relevant topic because the S&P 500, along with other indices,
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