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Media
In the News
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Blog
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What If Congress Bans the Roth 2-Step, the Backdoor Roth in 2022?
January 19, 2022
What happens if Congress bans the backdoor Roth, otherwise known as the Roth two-step in 2022?...
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Is Yesterday’s Market Rout a Portend of Things to Come in 2022?
January 6, 2022
Yesterday saw the biggest tech selling rout in over a decade. Is this a portend of 2022, is this...
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Is 6% Inflation the New Normal?
December 6, 2021
With headline inflation at 6%, is this now the new normal? And what does this mean for you and...
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What's Up With The Biden Tax Bill?
November 5, 2021
September 13th, the Democrats came out with the new tax plan for 2022. A lot of significant changes...
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Biden's Tax Proposal: Door Closing on Trusts
October 6, 2021
So, Biden has a new tax bill that he’s proposed, and one of the provisions of the tax bill...
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The One Thing You Can Safely Do Now Ahead of Biden's New Tax Bill
September 30, 2021
The backdoor Roth. It’s a great technique for getting after tax dollars into a Roth IRA...
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Has the Need for Quantitative Easing Passed?
September 1, 2021
Back in March 2020 massive cash infusions saved the economy from what could have been a deflationary...
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Tax Deadline - What to Know for Next Year and Biden's Taxes
June 14, 2021
We’re coming up on June 15th – tax deadline after all the extensions for Texas; was May 15th...
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How Does Inflation Affect Your Long Term Plan?
May 18, 2021
Inflation in April was 4.2%. It’s as high as it’s been in a long time. How does inflation...
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The Capital Gains Conundrum
April 21, 2021
With proposals to eliminate the capital gains tax for people earning over $400,000 a year, it leaves...
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A Focus on the New Threat of Inflation
March 17, 2021
$1.9 trillion in economic stimulus on top of $2.9 trillion in 2020. Will almost $5 trillion of economic...
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Women and Wealth: Taking Charge of Your Finances
March 15, 2021
When it comes to financial planning, women are likely to face different challenges than men. For one,...
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