By Tanner Manning If ever there was a title designed to make you think, this would be one. This book was recommended to me in college by my professors Luke Dean and Hyrum Smith. I wasn’t sure what to expect from the book, but my professors’ explanations made it sound...
In certain cases, you may be eligible to make a Mega Backdoor Roth contribution. This strategy involves using an employer-sponsored 401(k) plan that allows after-tax contributions and then converting those contributions to a Roth IRA or Roth 401(k). Under the right...
Have you heard of the Backdoor Roth Contribution? If you earn too much, per the limits and rules of IRAs, you are unable to make a direct contribution to a Roth IRA. The Backdoor Roth Contribution could be a solution, but there are many factors and rules to consider,...
There are a lot of important considerations to weigh before doing a Roth conversion. As a result of the current market condition and changes due to the SECURE Act, Roth conversions are becoming an important strategy for many. This flowchart covers: Changes in...
Job Title: Executive Assistant Location: Overland Park, KS Company: Searcy Financial Services About Us: Searcy Financial is a Registered Investment Advisor and Financial Planning firm. We do what we do because we believe all people, regardless of background, gender,...
By Marc Shaffer Newhouse Shelter is more than just a safe haven – it's a transformative ecosystem of hope and healing for survivors of domestic violence. Their mission is to shatter the barriers that feed the cycle of abuse while partnering with survivors to achieve...
By Marc Shaffer "Die With Zero" by Bill Perkins offers a refreshing counterpoint to traditional personal finance advice. Rather than focusing on maximum wealth accumulation, Perkins presents a philosophy centered on using money as a tool to create meaningful life...
As the end of the year approaches, we want to help you spot time-sensitive planning opportunities. Perhaps you… Are considering making year-end gifts to charitable organizations or family members and need to determine your optimal funding strategy; Are looking to...
By Marc C. Shaffer As financial advisors, one of the most common concerns we hear from clients is about the future of Social Security. Many ask how confident we are that their benefits will be available when it's their turn to file a claim. Some are so worried about...
What is the purpose of estate management? Estate management is about preserving the assets you’ve spent a lifetime building. It’s about protecting your spouse, children, or other heirs and ensuring that your assets are distributed how and when you want them to be....
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