Blog

Financial Planning

What are I Bonds?

Welcome! In this video we’ll be going over everything you need to know about I Bonds! Enjoy!

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Retired man read newspaper
Financial Planning

The Roth Conversion Sweet Spot

There is a period that acts as something of a Goldilocks zone in in determining when to do Roth conversions: the interval between the point

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Piggy bank with the words 'rollover IRA' written on it
Financial Planning

60 Day IRA Rollover Rules

You probably have several retirement accounts. It’s common. But you may start to think about consolidating some of those accounts as you approach retirement. The

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Summer Financial Fitness

July marks the mid-point of the year. With kids out of school and the prospect of real, not-in-the-backyard vacation this year, it can be easy

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Carmichael Hill Pitch Deck
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Get to Know Us

We spend lots of time getting to know our clients. We figured it was only fair to let you know more about us. So, we

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Inherited Roth IRA Rules
Estate Planning

Inherited Roth IRA Rules

Inherited Roth IRA Rules can be complicated. This is especially true if you inherit an account as a non-spouse beneficiary. Understanding how these accounts work,

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HSA Debit Card
Financial Planning

When It Pays to Max Out Your HSA

A Health Savings Account (HSA) is a unique tool that provides special tax benefits when used for medical expenses. They are packaged as an add-on

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US Dollar Decline Graph
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2020 In Review

2020 was a strange year. A pandemic, the likes of which have not been seen for a century, claimed jobs, fortunes, and lives. At its

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October Surprise

Jim Stewart          October 7, 2020   The news of President Trump and the First Lady contracting COVID-19 late last week along

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The Fed Spoke. Markets Shrugged.

Matt Bacon         Sep 17, 2020 The Federal Open Market Committee met yesterday and left interest rates unchanged. We weren’t surprised. General economic conditions are poor

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More Reasons to Doubt Tesla

August 21st, 2020 We published an article yesterday stating our concerns about the soaring price of Tesla and how we feel its grossly overvalued. We

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Lease vs. Buy a Car in Retirement

By Matt Bacon [lwptoc float=”none” titleFontSize=”120%” colorScheme=”light” backgroundColor=”#ffffff”] As advisors, we field questions from clients on just about every topic you can imagine. Bitcoin, online

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Tariffs and Trade

April 16, 2018 What is a Tariff? Quite simply a tariff is a tax on imports or exports. Tariffs are used by sovereign countries to

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Equifax Breach

September 21, 2017 Over the past week, we have received numerous inquiries from clients regarding the Equifax security breach. While the true scope of the

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What are Cryptocurrencies?

July 17, 2017      Jeff Grodsky, CFP® Our society has been moving towards an electronic cashless payment system for many years. Most people don’t

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Cyber Security

October 14, 2016 We live in a world that is more connected than ever before and the internet touches almost all aspects of everyone’s daily

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