How to Become a Tax-free Millionaire

Amidst the rush of preparing for the holidays, take some time to look at your finances and see where you need to make improvements.  Do this now before the new year. Start 2023 with a solid financial plan. One account you need to consider adding to your portfolio is an IRA, specifically a Roth IRA. A Roth IRA can help you become a tax-free millionaire. Want to learn how? 

Estate Planning Decoded- The Why, How, and Who

Estate planning is necessary to ensure that assets will be secured for loved ones upon death or incapacitation as well as making sure children, if there are any, are cared for according to the person’s wishes. It does not need to be complicated, but you do want to make sure that it is done properly.

Do I Need a Financial Advisor?

Investing is one of those areas where you can acquire the necessary tools and information, so you can be the “expert” in YOUR investing and save money that is unnecessary to spend.  So when people ask me whether or not they need a financial advisor, I would say you DO NOT, but you DO need to understand some things and educate yourself on some of the basics before deciding to take on this task alone.