Sarasota, FL / Bradenton, FL

How to Pay for Your Child’s College With These Plans

Retiree figuring out how to pay for a Roth conversion.
Financial Planning

How to Pay for a Roth Conversion

The Roth Retirement Account is a powerful savings tool that provides investors with improved tax efficiency, the potential for tax-free growth, increased legacy options, and

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revitalize your 2023 finances
Financial Planning

Revitalize Your 2023 Finances

The last few years have seen the United States economy take a beating. Covid appeared, wreaking global havoc. We finally got past the pandemic just

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