Annual financial checklist
Use this checklist once a year to help evaluate how your life, priorities, and finances may have shifted. We can use your answers to guide our next meeting.
Mega backdoor Roths, explained
In this article, we’ll go over who qualifies for a mega backdoor Roth, how they work, and how they might fit into a holistic financial plan.
November 2024 market update
Election season is officially over, culminating in the reelection of President Donald Trump. With election uncertainty behind us, stocks rallied.
October 2024 market update
The stock market rose in September... but so did volatility. This could signal investors are nervous, but some volatility is expected ahead of an election.
