Have you wondered if converting IRA monies to a Roth IRA makes sense for you? We’ll help you understand five situations where a Roth IRA...
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4% for a 9-month US Treasury?
The Federal Reserve is fighting inflation, and they’re raising interest rates to do so. There are pros and cons to higher rates, as you can...
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“I’ll take 2022 investment questions for $1,000, Alex!”
On June 16th, 2022, the S&P 500 was -24% from its previous high which occurred only seven months prior. Most of the downside pain was...
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I’d like a second opinion
Recently, I came across a tweet that made me want to shout “YES!” from the top of P&A world headquarters. On August 2, 2022, Carl Richards...
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A closer look at beneficiaries
In mid-July, we wrote about seven estate planning terms to know because the importance of an estate plan can’t be underestimated. Not having...
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7 estate planning terms to know
Estate planning is very important; however, it means coming to terms with your own demise. Still, if you want to have a say as to who gets...
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