Is a Roth Conversion Right For You This Year?
May 7, 2020With everything going on with the economy, you have a lot of financial decisions to make right now. Is a Roth conversion something you should do this year?
With everything going on with the economy, you have a lot of financial decisions to make right now. Is a Roth conversion something you should do this year?
The last few months have taught us all to adapt and learn new ways to accomplish our daily tasks. This new normal affects all of our lives, including financial planning. What will the future look like and will virtual planning become more permanent?
In the face of a hurting economy, what should you do to prepare? Will it make a quick recovery or are we in this for the long haul? We’ll hear what Brian thinks about Larry Kudlow’s perspective regarding the economy.
No one has a crystal ball, which is why predictions can only be trusted so far. What does Brian think about the latest predictions from investment strategist Jeff Saut?
Have you heard about the CARES Act? How does it impact individuals and small businesses? Let's go through the important provisions and what they mean for you.