Archives February 2025

Instead of spending tomorrow listing five things you accomplished on your job, why not use that energy to implement a five-step plan for achieving long-term financial security?  Stay focused on making prudent decisions during turbulent times.  Let’s talk.

As you complete your tax returns for ’24, you’ll better understand which tax bracket you’ll be in and where you fall within that range. Armed with that information, let’s discuss how you can optimize that knowledge with some Roth IRA conversions in ’25.