Blog

A backdoor Roth IRA contribution can be a great way for high-income earners to convert their traditional IRA to a Roth IRA... if they qualify.  Here is a simple flowchart to help determine if this tax reduction strategy is right for you.

Beneficiaries are not always top of mind, but we think it's important to review them on a regular basis (at least annually).  Named beneficiaries can help avoid probate and simplify estate administration.  Here is a simple checklist of things to consider when reviewing your beneficiaries.

If you're anything like us, you're thinking about your next vacation - hopefully somewhere sunny and warm!  Here are some travel planning tips for your next big adventure!

What data should you have available for filing your 2022 taxes?

The start of a new year provides the opportunity to update your financial plan and goals. We've broken down a few items that may be helpful to consider.

With the start of a new year comes updates to many important numbers - contribution limits for retirement accounts and Health Savings Accounts, gift exemption limits, as well as the wage base for Social Security taxes.

Victor Hicks interview with Sandra Kerr regarding dollar cost averaging.

Sandra Kerr interview with Victor Hicks regarding inflation's impact on employees.

Victor Hicks interview with Sandra Kerr and Rhoda Woods regarding inflation's impact on the Back to School 2022 season.

Sandra Kerr April 2022 interview regarding Health Savings Accounts (HSAs).

Victor Hicks April 2022 interview regarding unemployment and current inflation.