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financial planning

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What is the Mega Backdoor Roth?

Unlock the power of tax-free growth with the Mega Backdoor Roth IRA. For high-income earners and executives...

November 6, 2024

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Protecting Your Finances: Essential Cybersecurity Tips for Online Banking

Online banking has become the norm for managing finances. However, it also comes with risks. By implementing...

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Charitable Giving,

Donor-Advised Funds and Eligible Assets

Learn how Donor-Advised Funds (DAFs) can supercharge your charitable giving with eligible assets. Start...

October 3, 2023

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College Savings,

New Legislation Granting Greater Flexibility to College Savings Accounts

Check out the latest college savings account legislation providing enhanced flexibility. Secure your...

September 27, 2023

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Understanding the Electric Car Tax Credit

Discover How The Electric Car Tax Credit Works: Ultimate Guide to Savings, and Sustainability. Find out how...

September 19, 2023

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2016_08_30 – Market Musings

As a reminder these market musings serve to provide insight into what is driving the markets and also cover...

August 31, 2016

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How Do I Maximize Federal Student Financial Aid?

College is expensive. Most of us need some form of financial aid. Often the best place to start is by trying...

January 11, 2016

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Ghosting Into a Roth IRA – How High Income Earners Can Still Take Advantage of Roth IRA Tax Benefits

A perfectly legal loophole for high earners who are over the income limit to still make Roth IRA...

January 4, 2016

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Fortis Wealth Management Weekly Insights – 1/2/16

7 interesting articles we are reading this week we thought were worth passing along to our readers...

January 3, 2016

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