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5 Reasons to Start and Keep a ROTH IRA

By Nik Aamlid Wealth Advisor, CAP®   January 24, 2022 — The Roth IRA may be the market’s most powerful retirement tool.   Sadly, recent studies show that only 10% of American taxpayers own Roth IRAs, per the Tax Policy Center. There are many types of IRAs and retirement plans out there …
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Cash Management: How Much Should You Keep In the Bank?

Managing the flow of your cash is a pillar in the Parthenon of financial success. (And in case it needs to be said, cash here does not just refer to the number of “Andrew Jackson’s sitting in your wallet. This is every debit and credit hitting your bank account.) Why is it so importan …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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