Kurt Supe, CPA | Senior Partner, Creative Financial Group

The wait is over. If you were delaying your plans to do a Roth conversion until you knew for sure that President Trump could deliver on his tax cut promises,

When we’re young, we tend to think about retirement as though it’s just a really long, really great vacation. We picture a house near the beach or a golf course.

As they look ahead to the future, too many retirement-minded investors simply haven’t paid enough attention to the setbacks and problems that can damage their plans and dreams for retirement.

One of the best things a financial adviser can do for you is provide strategies that can help preserve your assets against risk. Most commonly, people think of diversifying their