Wootton Financial

Career

The “Mega” Backdoor Roth 401(k) Conversion Explained

Chris Wootton, CHFC - 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...

Finances

Wootton Financial: Navigating Economic Declaration

Chris Wootton, CHFC - February 1, 2024

Navigating Economic Declaration 2023 is in our rearview mirror and the economic landscape is poised for a shift. Anticipations for 2024 suggest a possible...

Business

What are Your Biggest Financial Concerns?

Chris Wootton, CHFC - November 1, 2023

What are Your Biggest Financial Concerns? In today’s ever-evolving and uncertain financial landscape, investors grapple with many factors that could significantly influence their financial futures....

Finances

No! Your Home is not an Asset

Chris Wootton, CHFC - 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...

Finances

Preparing for Retirement has Changed – Have you?

Chris Wootton, CHFC - September 1, 2023

Preparing for Retirement has Changed – Have you? It’s a hot summer in Texas right now. I mean, it’s real hot and the humidity...

Career

Banks, Poor Cash Rates and an Alternate Solution

Chris Wootton, CHFC - August 1, 2023

Banks, Poor Cash Rates and an Alternate Solution While many of the people we see are younger and wanting to get an informed head...

Career

The “Mega” Backdoor Roth 401(k) Conversion Explained

Chris Wootton, CHFC - 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...

Finances

Wootton Financial: Navigating Economic Declaration

Chris Wootton, CHFC - February 1, 2024

Navigating Economic Declaration 2023 is in our rearview mirror and the economic landscape is poised for a shift. Anticipations for 2024 suggest a possible...

Business