by Laurie Otey | Jun 5, 2026 | Financial Planning, Tax Strategies
A Roth conversion can sound simple on the surface: move money from a pre-tax retirement account into a Roth account, pay the tax now, and potentially create more tax flexibility later. But in practice, the decision is rarely that simple. A Roth conversion is not just...
by Chad Stooksbury | May 22, 2026 | Business, Financial Planning, Individuals & Families, Tax Strategies
The Gap Between Financial Advice and Financial Clarity Many successful individuals already have both a CPA and a financial advisor. The issue usually is not a lack of expertise. It’s that advice is often delivered separately. Financial decisions rarely live in one...
by Karin Clauson | May 12, 2026 | Financial Planning, Individuals & Families
For many professionals early in their careers, Roth retirement contributions can make a lot of sense. Income is often lower than it will be later in life, which can mean lower tax rates today. At the same time, younger investors typically have something incredibly...
by Derric J. Isensee | May 12, 2026 | Financial Planning, Individuals & Families
For years, many high-income earners have intentionally leaned toward pre-tax retirement contributions. The strategy made sense: Reduce taxable income today Stay more protected from higher tax brackets Defer taxes until retirement when income may be lower And for many...
by Derric J. Isensee | Apr 30, 2026 | Financial Planning, Individuals & Families, Tax Strategies
Most people don’t think about taxes until April. That’s usually when the frustration shows up. A higher-than-expected bill. A missed opportunity. A feeling that something could have been handled better. But by the time you’re filing, most of the outcome is already...
by Chad Stooksbury | Apr 30, 2026 | Financial Planning, Individuals & Families
When the numbers are final—but the feeling isn’t For many high earners, tax season doesn’t end with relief. It ends with questions. You filed on time, everything was submitted correctly, but when you look at the outcome, something doesn’t sit right. Maybe it was the...
