Should You Do A Roth Conversion?
A Roth conversion can be a great financial planning strategy for the right person at the right time. A Roth-type account can provide numerous benefits
A Roth conversion can be a great financial planning strategy for the right person at the right time. A Roth-type account can provide numerous benefits
Artemis is pleased to announce that CEO Leigh Bivings has again been named a recipient of the Five Star Wealth Manager Award. The Five Star Wealth
Join us for a Women, Money and Impact VIRTUAL Luncheon on Friday, November 20th from Noon – 1 pm. Kathleen will be hosting a virtual
McKinsey and LeanIn.org recently released the findings of their 6th annual women in the workplace report. This year, the report began with the phrase, “A
The financial planning implications of a Biden presidency are extremely broad. Given the expansive nature of the potential changes, I am focusing this post on
During the height of the coronavirus, fixed income markets did not serve as the portfolio ballast many investors hoped and expected. This, along with historically
Deciding to pay off your mortgage early vs. investing your excess cash is not as cut and dry as many people would have you believe.
Airline tickets and hotels may be cheaper than we can recall in our lifetimes, but one high ticket item that is not on sale is
This post is the third of a three-part series on retiree healthcare expenses. Part 1: Drivers of Retiree Healthcare Expenses Part 2: Understanding Medicare Part
Most ordinary folks do not hold their primary residence in a limited-liability company (LLC), so why consider doing so for one’s vacation home? As it
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