Blog

January 19, 2022

What happens if Congress bans the backdoor Roth, otherwise known as the Roth two-step in 2022?...

January 6, 2022

Yesterday saw the biggest tech selling rout in over a decade. Is this a portend of 2022, is this...

December 6, 2021

With headline inflation at 6%, is this now the new normal? And what does this mean for you and...

November 5, 2021

September 13th, the Democrats came out with the new tax plan for 2022. A lot of significant changes...

October 6, 2021

So, Biden has a new tax bill that he’s proposed, and one of the provisions of the tax bill...

September 30, 2021

The backdoor Roth. It’s a great technique for getting after tax dollars into a Roth IRA...

September 1, 2021

Back in March 2020 massive cash infusions saved the economy from what could have been a deflationary...

June 14, 2021

We’re coming up on June 15th – tax deadline after all the extensions for Texas; was May 15th...

May 18, 2021

Inflation in April was 4.2%. It’s as high as it’s been in a long time. How does inflation...

April 21, 2021

With proposals to eliminate the capital gains tax for people earning over $400,000 a year, it leaves...

March 17, 2021

$1.9 trillion in economic stimulus on top of $2.9 trillion in 2020. Will almost $5 trillion of economic...

March 15, 2021

When it comes to financial planning, women are likely to face different challenges than men. For one,...