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Backdoor Roth Conversion

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.
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Beneficiary Review

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.
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Travel Planning Tips

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!
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Tax Data Gathering

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

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.
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2023 Important Numbers

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.
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Financial Insights - Dollar Cost Averaging

Victor Hicks interview with Sandra Kerr regarding dollar cost averaging.
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401(k) Insights - Inflation Concerns for Employees

Sandra Kerr interview with Victor Hicks regarding inflation's impact on employees.
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Reading, Writing, Inflation, Oh My!

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

Sandra Kerr April 2022 interview regarding Health Savings Accounts (HSAs).
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Victor Hicks Interview - April 2022 Inflation and Unemployment

Victor Hicks April 2022 interview regarding unemployment and current inflation.
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck