Investing

Will a Roth IRA Conversion Reduce Your Taxes?

What is a Roth IRA Conversion, and should you consider it? Three tax benefits of a Roth Conversion are reducing future income taxes, leaving retirement savings to heirs tax-free, and reducing the percentage of your Social Security benefits that are taxed. Watch the...

What Are Asset Classes?

What Are Asset Classes?

What do a Great Dane and a Toy Poodle have in common? At first glance, seemingly nothing. Side by side these two animals will look comical together. Yet we still categorize them both as dogs because, despite the dramatic difference in appearance and stature, these...

What is a Stock?

What is a Stock?

We have all visited the golden arches of McDonald’s at some point in our lives. While waiting for your fries and Coke, have you ever thought, "I wish I owned McDonald's?” The good news is you can own a piece of McDonald’s Corporation since it is a publicly traded...

The Importance of Rebalancing

The Importance of Rebalancing

Each spring as the weather turns nice, flowers bloom and yards begin to turn green. This culmination is wonderful to look at and it is enjoyable admiring the end result. However, like most things in life, behind a fantastic result is a great deal of planning and...

Buckets of Money!

Buckets of Money!

What is the most effective way to invest money for your personal and unique goals while factoring in your comfort with risk?  On this podcast, we discuss how the Money Bucket concept provides a simple and excellent framework to determining how to structure...

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