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The Benefits of a Backdoor Roth Contribution

The most popular retirement account of the past decade is the Roth IRA. It offers tax-free growth, tax-free withdrawals after ...

What is a Mega Backdoor Roth IRA?

Most people have heard of Roth IRAs. Those who qualify typically contribute and those who do not qualify can sometimes ...

Thinking of Engagement? 15 Financial Questions to Ask Before Getting Married

When two people who are both professionals consider getting engaged and married, it is imperative that they first consider their ...

risk tolerance

Understanding Risk Tolerance

There is always something to be uncertain about and one does not have to look very hard to find negative ...

summer reading list

Summer Reading List 2021

Now that school is out and a holiday weekend is just around the corner, some may be looking to brush ...

divorce

How To Financially Prepare for Divorce

You are divorcing. You have a million things to think and worry about. Your divorce professional (whether it be a ...

esg metrics

Inconsistencies in ESG Metrics

With sustainable and impact investing assets accounting for a fourth of the total U.S. net flows in 2020, it is ...

working moms

Farewell, June Cleaver

In 2020, we saw American motherhood shift into an insane multi-tasking circus which included our normal work, but now at ...

Laddering Life Insurance to Reduce Costs

A Brief History of Life Insurance Life insurance is a powerful tool in wealth management with a long history dating ...

fixed income investing rising rate

Fixed Income Investing in a Rising Rate Environment

Expected future returns for the prototypical equity/fixed income portfolio have been coming down for the last few years as valuations ...

child tax credit

The Child Tax Credit: 2021 Updates

The Child Tax Credit has existed in many forms over the last 20 years, but the changes implemented by the ...

2021 tax law proposals

The Shape of Things to Come: 2021 Tax Law Proposals

Although I am writing this in early April, I promise you, this is no April Fools’ Day joke. There are ...