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The Backdoor Roth IRA in a Nutshell

The Backdoor Roth IRA in a Nutshell

If you are wondering what in the world a “backdoor Roth IRA” is, you're not alone! In short, if you've been frustrated by the contribution limits associated with Roth IRAs, then read on - this article describes a strategy that designed to help. We all know that the...

Gearing Up For Summer

Gearing Up For Summer

As we move into June, a path to normalcy is coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing. Meanwhile, the U.S. economy continues to recover remarkably quickly and the stock market is near all-time...

529 Savings Plans: For Education Expenses and Estate Planning?

529 Savings Plans: For Education Expenses and Estate Planning?

A 529 plan is a state-sponsored tax-advantaged plan designed for saving for future education expenses authorized by Section 529 of the Internal Revenue Code. If used for education, the assets grow tax-free. According to the College Savings Plan Network, since 529...

Boost Your Retirement with IRAs and 401(k)s

Boost Your Retirement with IRAs and 401(k)s

Remember, early planning puts time on your side Whether retirement is around the corner or decades away, there are more options than ever to help you plan for it. Let’s look at Individual Retirement Accounts (IRAs) and 401(k) plans, which offer tax benefits that can...

Managing a Budget During your retirement

Managing a Budget During your retirement

Unless you have accumulated substantial wealth where money is not a concern, you face a critical task when you reach retirement to make sure that your assets will support you through your lifetime. When you retire and no longer earn an income to pay for your bills and...

Proud to be a CFP® Professional – Josh Klinger, J.D., CFP®

Proud to be a CFP® Professional – Josh Klinger, J.D., CFP®

I am happy to announce that I am officially a CERTIFIED FINANCIAL PLANNER™ Professional! I have been working as a Wealth Advisor for five years now, and during this time, I feel honored to have impacted many lives by helping individuals get their financial houses in...

Common Retirement Investment Mistakes

Common Retirement Investment Mistakes

Only one-in-four Americans (27%) feel very confident that they will have enough money to live comfortably when they retire, according to the 2020 Retirement Confidence Survey Summary Report.⁠11 While the number is up slightly from the 2018 survey (23%), it underscores...

10 Tips For Small Business Owners

10 Tips For Small Business Owners

Small business owners should conduct an annual assessment of their personal finances. Owners of small businesses have much the same concerns as everyone else, except they are personally responsible for the fortunes of their enterprise. In a sense, a small business is...

The Perils of Trying to Time the Stock Market

The Perils of Trying to Time the Stock Market

One year after the COVID-market-bottom, were you fully invested? The end of March 2021 marks the one-year anniversary of the stock market bottom and the end of the shortest bear market on record. Since then the U.S. stock markets have quickly reached new highs, with...