Latest Vlog
Choosing the Right Financial Professional: Which One Fits Your Needs?
Choosing the Right Financial Professional: Which One Fits Your Needs? Understanding the credentials and roles of financial professionals is crucial for making informed decisions and
SECURE Act 2.0: Catch Up Contributions
This is our fifth vlog about the changes to retirement plans under the SECURE Act 2.0 which became law in December 2022. You can find
Debt Ceiling Update: 5/25/23
Hello from Louisville, KY at the Advisor Group’s NXT Conference. Jeremiah Thompson and I have been here at this amazing three-day conference focusing on the
Living Paycheck to Paycheck: Let’s Look at It Differently
It’s not uncommon for people to say, “I live paycheck to paycheck” and naturally assume this means they are struggling to make ends meet. While
A Quick Tip: “types of accounts” versus “types of investments”
We want to share a quick tip about “types of accounts” and “types of investments”. People often get confused by account types and investment types.
The cost of NOT working with a financial advisor
People often talk about the cost of working with a financial advisor, but rarely think about the cost of NOT working with one. There is
SECURE Act 2.0: Eliminate RMDs for Roth Accounts within Employer Retirement Plans
In today’s vlog, I will be discussing the SECURE Act 2.0: eliminate Required Minimum Distributions (RMD) for Roth accounts within employer retirement plans such as