by Karl Rainer | Dec 28, 2021 | Blog
Written by: Karl Rainer When designing a long-term savings plan, you will generally want to start by utilizing any tax-advantaged accounts you have available. Today we’ll dive into what is the purpose of tax deferred retirement accounts. Before taking a deeper dive...
by Derek Melvin | Dec 7, 2021 | Blog
Share This: Written by: Derek Melvin A question we sometimes get from parents is, “Can I contribute to a Roth IRA for my child?” When thinking about saving money for a child’s future, there are many options. These can include a simple savings account, a...
by Owen Chambers | Nov 9, 2021 | Blog
Written by: Owen Chambers Do I need life insurance? This is a question we often get asked. Life insurance can be intimidating to approach. Once you’re past the initial existential speed bump of accepting your own mortality, there are many companies offering many...
by Corey Janoff | Nov 2, 2021 | Blog
Written by: Corey Janoff This post was originally published on April 21, 2020 and has since been revised and updated. How much money does a doctor need to retire? It depends. That’s my favorite answer to almost any financial planning question ????. There is no...
by Corey Janoff | Sep 7, 2021 | Blog
This post was originally published on December 1, 2020, and has since been revised and updated. School is back in session in most of the country, so our children are at the forefront of our minds right now. As a parent and a financial advisor, I feel a duty and...
