What to Know About Roth IRA Conversions
Wouldn't it be nice to pay fewer income taxes in retirement? A tax-advantaged strategy called…
Eric McGinleyOctober 19, 2023
3rd Quarter End of Year Financial Checklist
As the end of the year approaches, taking time for an end-of-the-year financial check-up is…
Eric McGinleyOctober 15, 2023
New SECURE 2.0 Donor Advised Funds Updates for 2023
If you’re in search of a way to reduce your 2023 tax bill and give…
Eric McGinleyOctober 4, 2023
What Business Owners Need to Know About LTC
Businesses generally are illiquid, which can create problems if a business owner requires care in…
Eric McGinleySeptember 30, 2023
Understanding How Credit Downgrades Can Impact a Country
A country's credit downgrade happens when a credit rating agency, like Moody's, Fitch, or Standard…
Eric McGinleySeptember 20, 2023
