Category: Retirement Plans

Take your financial confidence to the next level!

Debt Management Strategy

How to Efficiently Manage Debt Strategy Guide

Debt may be unavoidable, but that doesn’t mean that it has to weigh you down. Efficiently managing debt may allow you to obtain a higher paying job, have a higher quality of life, and grow your wealth faster. The key is having a game plan and staying focused so that you avoid some of the common downsides of debt.


April 30, 2019 0

Last Minute Tax Planning Ideas Before Your File for 2018

Have you procrastinated with your tax planning strategies or retirement planning? There are a still a few tricks to help you change your 2018 tax situation. Before you file your 2018 taxes consider a few last minute planning ideas to Level Up your financial planning situation and possibly increase your refund amount.   Retirement Account Contributions Did you know you can actually make retirement account contributions for the prior year? You have until the tax…
Read more


January 23, 2019 0
Should I Do a Roth Conversion

Should I Do a Roth Conversion This Year Strategy Guide

  With the end of the tax year approaching for 2018, you may want to consider whether you should do a Roth conversion this year. A Roth conversion is an underutilized financial planning tool that many individuals and even financial planners overlook. The new tax reform, which effectively lowered the tax burden for many Americans made this strategy even more attractive than in previous years. How do you know if it is the right strategy…
Read more


December 2, 2018 0
Social media & sharing icons powered by UltimatelySocial