Video Updates from Our Team

What’s a Backdoor Roth?

July 2021

Social Security Update

June 2021

529 Plans

May 2021

As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk that these plans may lose money or not perform well enough to cover education costs as anticipated. Most states offer their own 529 programs, which may provide advantages and benefits exclusively for their residents. The tax implications can vary significantly from state to state.

Should I or Shouldn’t I, Refinance?

April 2021

Traditional IRA vs. Roth IRA, What’s the Difference?

March 2021

Pam and Kelsey End of 2020 Update

December 2020