roth
I retired - What are my options with my 401k?
A significant decision new retirees must make is what to do with the money in their company-sponsored 401(k) plan.
Roth Conversions
roth
Most Popular Retirement Plans - Spokane Small Businesses.
We are huge proponents of helping Spokane small businesses set up retirement plans.
roth
5 Best Spokane Financial Advisors Near You (2026 Update)
Searching for a Spokane financial advisor? Look no further!(Last updated December 2025 for rankings valid in 2026)Finding the right Spokane financial advisor…
roth
Optimizing Your Finances Before Year-End
2023 was a very interesting year for the stock market and the world.
roth
529 Plans
Saving for a kid’s education is important for many reasons. The cost of higher education is increasing rapidly, and it will likely continue to do so in the future.
roth
Solo 401(k) vs. SEP IRA
For Individuals and solo entrepreneursContributing to a retirement plan is important for your financial future, ensuring that you have the resources you need…
roth
The difference between financial advisors and accountants
It can be confusing to know the difference between a financial advisor and an accountant at times.
roth
Traditional IRA VS Roth IRA
A popular question that I get as a financial advisor is whether to recommend contributing money to a Roth IRA or a traditional IRA.
roth
Upcoming changes - SECURE Act 2.0
The median balance in a 401(k) for Americans aged 65 and up is $87,700 according to Vanguard.
roth
Required minimum distributions can be tax-free
What is a required minimum distribution?Often referred to as an RMD, a required minimum distribution is an unavoidable withdrawal every year starting at age 72…