Roth IRAs have become a great vehicle for managing your current and future tax situation. It can also be a helpful estate planning tool. But for many upper-middle income investors, contributing to a Roth IRA is not an option. Once your income exceeds $137,000 (single filers) or $203,000 (married filing jointly), you cannot contribute to a Roth IRA.
As the cost of a college education continues to rise, outpacing the rate of inflation, it is becoming beyond the reach of most people unless they have a plan. Is it really possible to educate your kids and still retire? As Certified College Planning Specialists™, we have the strategies to help ensure your success. Early stage or late stage, we have the answers. Let us show you how.
Whether you have lost a spouse or are in the beginning or final stages of divorce, our compassionate process will help ensure your financial success. Having a clear understanding of your finances will bring you not only peace of mind but also a sense of empowerment. As Certified Financial Planner™ practitioners as well as Certified Divorce Financial Analysts™, our experience and knowledge will put you in a better place financially.
You work hard and have a busy family life. Because you are busy, you look for ways to save time and simplify your life. For over 25 years, we have been helping folks just like you achieve what's important to you. We can help make sure you are on track to meet your goals.