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This is where I will post topics or stategies I am currently working on.


Thursday, June 22, 2017



Thursday, May 18, 2017



Tuesday, March 28, 2017



Thursday, January 19, 2017



Friday, August 19, 2016

Recently I had clients that came in and we talked about their social security options. He is currently 64 and she 61. The original plan for them was to use their IRA's until age 70 then turn on social security to get the maximum payout...


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Wednesday, January 13, 2016

January is a great time of the year to look at last years budget. A few things that you can easily look over are how much money did you spend and how much did you save and invest. Most people I work with don't have a formal budget....


Wednesday, December 9, 2015

December is a great time of the year to talk to your financial advisor about possibly converting Traditional IRA dollars to Roth IRA. The strategy that we use is to talk with your CPA or tax preparer and do a mock tax return to see if...