Investing for a higher purpose

In the financial industry, we sometimes see investors change their priorities, shifting the purpose of their investing to fulfill higher purposes as they seek more fulfillment and happiness in their lives. For many, the main goal behind investing is retirement, the simple act of accumulating the financial resources necessary to… Read More »

Loophole Opens Backdoor to Roth IRAs

With President Biden and Congress looking at a federal tax increase in 2021, this may be the time to consider converting savings from a traditional IRA into a Roth account for tax friendly features that benefit retirees and their families.   Roth IRAs were created by Congress as part of the… Read More »

Club selection critical in wealth management game

Millions of people work most of their lives to build the retirement savings they will need to live comfortably after they decide to quit working. In some ways, that’s the easy part. For many, the hard part is managing all the wealth they’ve accumulated. It doesn’t matter whether they’ve saved… Read More »