Roth conversion faq
Dec 07 2019
Off

Should I Do a Roth Conversion This Year Strategy Guide (2019)

By Lucas Casarez, CFP®

With the end of the tax year approaching for 2019, you may want to consider whether you should do a Roth conversion. A Roth conversion is an underutilized financial planning tool that many individuals and even financial planners overlook! The new tax reform, which effectively lowered the tax burden for many Americans made this strategy even more attractive than in previous years. How do you know if it is the right strategy to implement this…

Jun 26 2019
Off

What the Tech is a 401(k)?: Podcast

By Lucas Casarez, CFP®

I know how overwhelming it can be to have access to a 401(k) but be intimidated that you don’t have any idea and probably not even the time to understand why you need one or how they work. After listening to this episode you’ll have a solid understanding of how your 401(k) works so that you can more confidently put yours to use. My First 401(k) Why a 401(k) is Important Power of Time and…

May 01 2018
Off

New Entrepreneur Financial Strategy Guide

By Lucas Casarez, CFP®

Congratulations on your being an entrepreneur! One of the often overlooked aspects of going out on your own is being able to build your strategy from the ground up. Most new ventures have to start with an income of $0 the first day and it becomes a building process of both spreading the word about you, your service, or product and most importantly delivering value. Starting from scratch isn’t all that bad though, as there…