Trying to Supersize Your Retirement Savings? A Mega Backdoor Roth IRA Conversation Could Come in Handy
Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer a big tax advantage.
What Financial Challenges Could High Earners Face During the Biden Administration?
After a tumultuous 2020 election season, President Biden has officially taken office. If you are a high-earner, here are 6 challenges that could arise during a Biden administration.
A COVID-19 Vaccine Is Here, But What Could That Mean For the Economy?
Two COVID-19 vaccines were approved by the FDA in December and distribution has officially begun. While our health is top priority, many are still wondering - what does a vaccine mean for the economy?
The Paycheck Protection Program Has Received Additional Funding for 2021. Here’s What Small Business Owners Need to Know
The Paycheck Protection Program will continue to grant small businesses access to forgivable loans in 2021. Learn if your business is eligible and how you can receive financial assistance during this time.
Taking Care of Your Family After Your Passing: Here's How to Write a Letter of Intent During the Estate Planning Process
A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here are some things that should be included in any letter of intent.
2020 Is (Finally) Coming to a Close. Here Are 7 Financial Moves to Make 2021 Less Stressful
2020 has been a difficult year to say the least, but 2021 is rapidly approaching. Utilize these 7 financial moves to make the coming year less stressful.