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John & Kurt as featured in Kiplinger

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Roth IRA: Convert Now or Pay Later?

By webteam | February 22, 2018 | 0 Comments

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, you have your answer. Now is the time. And the clock may be ticking. It’s likely these low tax rates won’t last until you retire…

6 Mistakes to Avoid When Planning Your Retirement

By webteam | November 20, 2017 | 0 Comments

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. We can get out of bed when we please, stay up all night if we want, and never worry about another missed deadline. A frosty…

Unexpected Problems Can Hurt Your Retirement

By webteam | June 30, 2017 | 0 Comments

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. Frankly, too many investors don’t even know how to start their retirements by making smart decisions about turning on their Social Security benefits, pensions and…

Roth IRAs: A Great Tool for Investors Looking for Tax Efficiency

By webteam | May 18, 2017 | 0 Comments

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 investments. But it’s not enough to diversify only your investments; you should also diversify your assets in tax-efficient accounts. The Roth IRA provides a great…

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