by Daniel Brown | Jul 28, 2022 | Financial Planning, Retirement Planning, Strategic Planning
The older we get, the more critical it is to ensure our affairs are in order and have an estate plan. But what exactly is an estate plan, and what should be included? An estate plan is the process whereby we map out how you wish for your personal and financial...
by Daniel Brown | May 10, 2021 | Financial Planning, Strategic Planning
In February 2021, Kim Kardashian and musician turned fashion designer/shoe mogul Kanye West announced they were getting a divorce. In May 2021 after nearly 30 years of marriage, one of the world’s wealthiest couples, Melinda and Bill Gates also announced they...
by Daniel Brown | Apr 27, 2021 | 401(k), Retirement Planning, Roth IRA, Strategic Planning
Reaching retirement is exciting, but having sufficient funds to really enjoy life during retirement cannot be overstated. You may have heard of a backdoor Roth IRA, but for those looking to maximize their withdrawals in retirement, a MEGA backdoor Roth IRA may be...
by Daniel Brown | Apr 15, 2021 | Retirement Planning, Strategic Planning, Tax
If you’ve been named a beneficiary or have inherited an IRA, you’re likely facing some tough questions — what are the next steps and what happens now? Federal agencies like the IRS and recent legislation such as the SECURE Act have outlined important rules regarding...
