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Making the most of your Roth IRA

Making the most of your Roth IRA

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...
10 Attributes of a Great Financial Advisor

10 Attributes of a Great Financial Advisor

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...
What a financial planner does…and doesn’t do

What a financial planner does…and doesn’t do

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...
A dose of vegetables: fee-based is not the same as fee-only

A dose of vegetables: fee-based is not the same as fee-only

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...
Success Story:* Busy Student Adventurer

Success Story:* Busy Student Adventurer

by Amber Miller | May 27, 2022 | financial planning, residency, student plan

Meghann Age: 24 Marital Status: Single, No dependents   Goals: Plan to pay off student loan debt. Budget for savings, travel, and first home. Start investing in a retirement plan at work. Figure out how much she can donate to environmental organizations....

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Recent Posts

  • Making the most of your Roth IRA
  • Tax documents to look for this tax season
  • 10 Attributes of a Great Financial Advisor
  • What a financial planner does…and doesn’t do
  • A dose of vegetables: fee-based is not the same as fee-only

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