I’m not sure if there is an actual definition of success tax, however if I were to locate one, it might state that the Required Minimum...

Who remembers their senior year of high school? You’ve completed at least 12 years of school already, perhaps even more with pre-school,...

Disclosure: This article will most likely apply to high-income earners or those that are financially healthy and extremely aggressive...

In 1989, Senator Bob Packwood of Oregon, and Senator William Roth of Delaware, proposed the idea of what they termed at the time, the...

An all to common scenario in our office is, Client A walks in, has done an excellent job of saving money, presumably enough money to...

If you are an OPERS employee, you may or may not already know that you have a choice in the type of retirement plan that you participate...

For many Americans, a large part of your retirement net worth is contained within your company 401(k) plan. Employer’s encourage this...

The COVID-19 virus has changed our lives, at least for the short run, in impactful ways. As financial advisors, none more pressing than...

As one of Dave Ramsey’s Smartvestor Pros, it is common for us to meet clients who have heard Dave talk about using a Roth IRA to save for...