Broker Check


Wednesday, January 5, 2022

Updated 1/4/2022 Some versions of the Build Back Better Act eliminate the backdoor Roth IRA contribution.  Investors may be wise to complete their contribution early in 2022 before Congress votes on Build Back Better Act again....

Friday, December 3, 2021

Paying property taxes before or after 12/31/2021 could reduce your income taxes by thousands of dollars. It depends on Congress and the itemized deduction for state and local taxes, referred to as SALT. A little background. Taxpayers...

Monday, November 8, 2021

Saving for retirement is a long game; it’s a marathon. You could compare it to the fable The Tortoise and the Hare. A sprint won’t get you to your destination. Slow and steady progress will. Unfortunately, 75% of Americans...

Wednesday, October 6, 2021

September has historically been the worst month for stocks, according to St. Louis Federal Reserve data. What is it about this month?

Wednesday, October 6, 2021

Physicians may be paying more taxes in 2022 if the proposed "American Families Plan" is voted into law.