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Your journey to financial fitness begins with just one step. It can seem daunting to get all your financial ducks in a row. But the beauty of any journey: It doesn’t happen all at once. Step by step. Goal by goal. Do that next good thing by putting financial protection in place with life insurance.…

Congress has just upended 30+ years of the tax code – what does it all mean for you and your family?   More importantly, how can you protect your hard-earned savings?  As a member of the Ed Slott’s Elite IRA Advisor Group, we are excited for his newest public television special, Retire Safe and Secure! with Ed…

The financial markets reached record highs in 2017, reflecting a growing economy. Complex weather events and political and global developments emerged, making the environment challenging for investors to navigate. Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high. While balancing ongoing changes can seem…

When you convert an IRA to a Roth IRA, your pre-tax funds will be included in your annual income, but the trade-off could mean a BIG tax benefit down the road. Find out if a Roth conversion is right for you: http://ow.ly/cWhJ30hBN5W #20YearsOfRoth #EliteIRAAdvisor

This January marks the 20th anniversary of Roth IRAs! In honor of this milestone, I’ll be sharing Roth IRA tips and facts throughout the month. #20YearsOfRoth #EliteIRAAdvisor