Roth

Money Mistakes You’ll Regret and How to Avoid Them

Do you ever wish you could foresee financial missteps before they happen? On today’s episode, we’re going to explore some real-life stories of regret and arm you with the do’s and don’ts to ensure that your money is working for you and not against you.

Read More

SECURE 2.0 Act – Retirement Changes You Need to Know

We’ve gone through all of these different SECURE 2.0 Act provisions, which touch on a range of planning items and dates, so that you can really focus on what’s most important. This episode will help you get a better understanding of the changes, how they might impact you, and what planning opportunities you need to be aware of.

Read More

End-of-Year Tax Planning Guide

Consider this your end-of-year tax planning guide. Find out why tax planning is often a missing piece in people’s financial plans.

Read More

Do You Know the Four Tax Liability Buckets?

Do you know what the four tax liability buckets are and what you have in each bucket? Scott Dougan explains why it’s important to know this information.

Read More

How to Future-Proof Your Retirement

In light of COVID-19 and how it’s affecting the economy, there’s an added incentive to move money into a Roth. Scott Dougan explains the process and the benefits. 

Read More