NOTE ABOUT IRA TO ROTH IRA CONVERSIONS: Each year, we recommend that our clients consider converting money from an IRA to a Roth IRA. Because of our national debt, we believe that taxes will need to be raised in the future, and tax brackets will correspondingly be...
Dollar Cost Averaging is the technique of systemically funding and investing savings based on a recurring timeframe. This strategy is used to avoid complications with attempting to time market bottoms and tops. We also believe this is a beneficial strategy from a...
Perform exceptionally well at your current employer and be rewarded with an appropriate raise. Always be looking for another employment opportunity that includes higher pay. Pick up a second job or acquire a passive income stream to supplement your current income....
SPECIAL NOTE ABOUT TD AMERITRADE STATEMENTS AND CONFIRMATIONS: If you recently started receiving additional mail from TD Ameritrade, it may be because you haven’t logged into your online account and confirmed your mailing preferences since TD Ameritrade and...
The recent high in inflation has many economists and everyday citizens wondering if we are headed to the next recession. Two consecutive quarters of negative GDP reports signal a recession by the traditional definition, so we have technically entered a recession....
As a result, student loan payments have been deferred again until December 31, 2022. Middle to low-income families may be eligible for up to $10,000 of forgiveness and $20,000 for those who received Pell Grants during college. Revamp the current loan system to be...
