Salesperson vs. Advisor
Financial Planning
Feb 24, 2021
There is a fine line between advising clients and selling products. Many financial advisors are viewed as salespeople by...
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Contributing to Your 401(k) in 2021
Retirement
Feb 11, 2021
Contributing to Your 401(k) in 2021
Retirement
Feb 11, 2021
The contribution limits for 401(k), 403(b) and 457 plans remain unchanged in 2021 at $19,500 for savers that are...
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Webcast: Traditional IRA vs. Roth IRA
Retirement
Jul 09, 2020
Webcast: Traditional IRA vs. Roth IRA
Retirement
By: Jude McDonough, CFP® AIF®
Jul 09, 2020
During this brief webcast, I discuss the differences between Traditional IRAs and Roth IRAs. Disclosures
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How Income Affects Medicare Premiums
Financial Planning
May 21, 2020
How Income Affects Medicare Premiums
Financial Planning
By: Jude McDonough, CFP® AIF®
May 21, 2020
You spend your whole life working hard and saving for retirement. You pay into Social Security and Medicare over...
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Lower Taxes on Highly Appreciated Employer Stock
Financial Planning
May 13, 2020
Lower Taxes on Highly Appreciated Employer Stock
Financial Planning
By: Jude McDonough, CFP® AIF®
May 13, 2020
If you have a 401(k) with employer stock that has grown over the years, you may want to consider...
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Is a Roth Conversion in 2020 right for you?
Financial Planning
Apr 15, 2020
Is a Roth Conversion in 2020 right for you?
Financial Planning
By: Christopher D. Ross, CFP®
Apr 15, 2020
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time...
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To Roth Or Not To Roth?
Retirement
Apr 07, 2020
To Roth Or Not To Roth?
Retirement
By: Jude McDonough, CFP® AIF®
Apr 07, 2020
Should I move it into a Roth? That question comes across my desk quite often. Roth IRA’s have really...
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