Maximizing Your Retirement Savings with a Roth IRA or Backdoor Roth IRA
The benefits of a tax-free Roth IRA are especially valuable as one enters retirement.
The benefits of a tax-free Roth IRA are especially valuable as one enters retirement.
Many consumers mistakenly think working with a fiduciary advisor ensures the advisor is always obligated to work in the best interest of the client. Some advisors wear "two hats" - working under an RIA structure for financial planning for example, but then making most (if not all) of their compensation from the sale of commission products, like annuities. Capital Financial Advisory Group is an example of such a firm in the Raleigh-Durham area.
Fixed Index Annuities are financial quicksand - easy to get into, hard (and expensive) to get out of. Here's what you need to know before buying.
Health Savings Accounts (HSAs) are often overlooked but can be one of the most powerful tools for individuals seeking both long-term investment growth and future healthcare savings. If utilized correctly, HSAs offer unparalleled tax advantages and investment opportunities, making them an essential component of a comprehensive financial strategy.
Dave Ramsey's "one size fits all" financial advice has risks. Here's what you should know.
Should You Choose Medicare or Medicare Advantage? When it comes to choosing between Original Medicare and Medicare Advantage many people are unsure which option is best. This is an important decision and changing from one to the other isn't simple.