Wealth Management

Creating Your Family Bank

Ray Poteet, discusses how you can make freedom to your funds a reality while still growing that money. Specifically he covers: • How to create your own Family Financing System • How to make money driving your car (be an Uber driver without picking up passengers!) • How to take a vacation and make a

The Top 3 Legal Ways to Maximize Your Tax Savings

April is right around the corner. And we all know April brings more than just spring showers. But what if, instead of owing money to the IRS, you received a refund? Fortunately, there are some simple strategies you can use to maximize your tax savings. Tax Loss Harvesting Tax loss harvesting is the selling of

Passing of the SECURE Act

The SECURE Act (Setting Every Community Up for Retirement Enhancement Act), part of the government’s spending bill, was passed and signed into law on Friday, December 19, 2019. It is the product of a bipartisan effort intended to strengthen retirement security across the country as Americans today have a longer life expectancy and are largely

Roth Conversion: Tax Free Growth, Tax Free Withdrawals

When the Roth IRA was created in 1997, it was a small footnote in the world of Pensions and 401(k)s. Fast forward 20 years, and the Roth is on everyone’s mind. The big question: Should I convert my Traditional IRA to a Roth? There are 3 main questions not ask yourself about conversion. First, when

Is Congress About to Sabotage Your Savings?

A single stroke of President Trump’s pen could sabotage years of your carefully crafted retirement savings and estate planning. And it’s especially true if you’re hoping to pass along part of your nest-egg to your children and grandchildren. We’re talking about the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) now working its