Should you manage your own investments or work with an advisor? When should you do Roth conversions? Does having multiple IRAs make you diversified? These are all great questions we’ve received from listeners, and we’ll answer them on today’s show.
The New Year is just around the corner. Today’s show is all about money resolutions and focusing on what you can control. You can’t control the stock market, but there are some things you can do to improve your financial future.
Time to act fast. We’re sharing some important tax strategies you might want to put in place before Dec. 31 to maximize your retirement accounts. We’ll share what they are and why you might want to make these changes now.
We’re not even to December yet, but it’s important to start talking about tax planning strategies early. Today, we’ll explain why now is the best time to start planning for your taxes and how you can start.
Sometimes the easiest way to learn about something is to make it really simple. There are a lot of assumptions out there about finances, so let’s take some time to clear those up. Like the true/false tests you might have taken back in grade school, let’s play a round of fact or fiction to test your financial planning acuity.
Today we’re talking about financial questions we have received and how they might help you. You might find yourself in a similar situation so hopefully some of this guidance can benefit you or someone you know.