What to do with Your Pot of Gold!

You’ve done all the right things. You worked hard all your life and built a successful career or created a profitable business. You have saved and invested and met your financial goals. Now, how do you hang on to it? You need a plan to preserve the wealth you’ve worked so hard to build. You

Creating Multi-Generational Wealth with Roth IRAs

When the Roth IRA was created in 1997, it was a small footnote in the world of Pensions and 401(k)s.  Fast forward 25 years, and the Roth is on everyone’s mind. The big question: Should I convert my Traditional IRA to a Roth? There are 4 main questions to ask yourself about conversion. First, when