Education is undeniably one of the most cherished gifts we can offer our children. It provides them the tools and knowledge they need to navigate the world and cultivate a prosperous future. However, as any parent knows, planning for this future isn’t always straightforward. The Philosophy of “Skin in the Game” My wife, Trudy, and […]
Growing up, I looked to my grandfather more than anybody. He lived simply, loved people, and always put family first. From him, I learned life is not about accumulating stuff – it’s about living fully and providing for loved ones. My grandfather’s example shaped my approach to financial planning. While building my practice over 20+ […]
Roth IRAs provide valuable tax-free growth potential. One way to get assets into a Roth is through conversions from traditional IRAs. In our latest podcast, I explain Roth conversions and why now is an opportune time to consider them. What is a Roth Conversion? A Roth conversion involves moving money from a traditional IRA or […]