by Amber Miller | Mar 29, 2023 | backdoor Roth, financial planning, Roth Conversion, Roth IRA, tax planning
How to maximize Roth IRA contributions, conversions, and distributions without tax or penalty Contributing to your Roth IRA is an excellent way to grow your wealth tax-free. It grows tax-free and withdrawals come out tax-free..well, there are a few caveats to that...
by Amber Miller | Jan 27, 2023 | tax, tax planning
It’s here again…tax season! I’m sure you’re as excited as I am! As the documents come rolling in, be sure to also keep all of these documents in a safe place – either physically in a safe at home, or electronically in a secure folder. Having quick access to all of...
by Amber Miller | Sep 26, 2022 | best financial friend forever, financial advisor, financial advisors, financial planner, financial planning
When looking for the right financial advisor, a few things are of utmost importance including: are they a fiduciary, and what conflicts of interest exist, especially regarding how they get paid. But it goes beyond these details. You want to find your person – a...
by Amber Miller | Sep 13, 2022 | financial planning
Financial Planning can change your life. Finding a financial planner who “gets you” can be the difference between retiring early and living your best life today. Unfortunately, all financial planners (aka financial advisors, wealth managers, and asset...
by Amber Miller | Aug 16, 2022 | fee-only, financial planning
There’s been a lot of conversation lately about “fee-based” and “fee-only” financial planning. And if you skim the articles, you may miss the very important distinction between the two. Just like so much else in traditional finance, these...
