September 3, 2024
Outliving your money – Do you have a CLEAR Picture? The current economic landscape has many Americans reconsidering whether retirement is a realistic goal. While feelings […]
June 18, 2024
Financial Fibbing – The Dangers of Financial Infidelity? Would you say it’s appropriate to cheat on your spouse? I certainly hope not since infidelity is the […]
May 24, 2024
The Risks and Rewards of Roth Conversions Jump on any social media platform now days and you’ll find a financial advisor marketing his services by discussing […]
March 1, 2024
The “Mega” Backdoor Roth 401(k) Conversion Explained Many are familiar with Roth IRA conversions and the future tax benefits afforded by them if they’re done within […]
December 1, 2023
You’ve Heard of Bank Bailouts – What’s A Bank Bail-In? Before we dive into this month’s article, I just want to wish you and your family […]
October 1, 2023
No! Your Home is not an Asset Despite what most people think, your home is not an asset, at least not until you sell it assuming […]
June 1, 2023
Wootton Financial: Will a Recession Rob Your Retirement? We all have no doubt heard the media pontificating about whether a recession will occur and if so, […]
February 1, 2023
Legal: Fighting Back In my twenty plus years of being an attorney I have had the privilege and honor of representing several men and women of […]
January 1, 2023
The 30-Day Challenge: 5 Steps to Kick Financial Complacency The New Year is here! Have you done any goal setting for this year? How about action […]
