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When to Accelerate Income with a Partial Roth IRA Conversion

August 9, 2020 Is a Partial Roth IRA Conversion Right for You? By Clete Albitz, CFP® The U.S. government has unleashed unprecedented fiscal and monetary stimulus as a response to the current economic situation.  At some point, we will likely be paying this bill in the form of inflation or higher taxes.  If you expect [...]

August 9th, 2020|


June 10, 2020 Unprecedented? Phil Albitz, CFP® Suffice it to say, 2020 has started off with plenty of challenges and we continue to have challenges. If I were to have told you back in February that you’d be wearing a face mask every time that you went to the grocery store, you would have thought [...]

June 10th, 2020|

Helping Organizations in Need

June 10, 2020 Helping Organizations in Need By Paul Miloe, CRPS® The effects of COVID-19 on our lives, families, friends, and financials cannot be understated. In 2020, we’ve collectively faced a situation unlike any experienced prior for decades if not generations. While we all long for advancements in science and medicine (along with a healthy dose [...]

June 9th, 2020|

Meetings May Look Different, but Planning Remains the Same

June 10, 2020 Meetings May Look Different, but Planning Remains the Same By Sylvia Salguero, Financial Advisor 2020 has led to many changes in the workplace.  As a firm who operates on meetings, communication, and service, it is no surprise that the past few months have been unusual and unique for us and for everyone who works with us.  As a client of [...]

June 9th, 2020|

Non-Qualified Variable Annuities – Time for a Review

June 9, 2020 Non-Qualified Variable Annuities – Time for a Review By Clete Albitz, CFP® If you own a non-qualified variable annuity, a confluence of events has made it a worthwhile time to review your contract. A brief review of this type of account: A non-qualified variable annuity is typically setup by an individual who [...]

June 9th, 2020|
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