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It's Your Money

It’s your money!
Techniques, Ideas, Products and Strategies


To Roth or not to Roth, that is the question!

One of the most useful accounts to accumulate funds in is the Roth IRA. A Roth IRA is one of only five (legal at least) ways to grow funds tax free. Municipal bonds, Cash Value Life Insurance, Equity in the home and 529 education plans are the others. If structured properly the funds from a Roth IRA can be withdrawn on a tax free basis. Today we are talking about the rules of the road and a few strategies to maximize your assets.

Guarding Against Identity Theft

Take steps so criminals won’t take vital information from you.

Provided by Damian Rothermel, CFP®

America is enduring a data breach epidemic. As 2013 ended, the federal Bureau of Justice Statistics released its 2012 Victims of Identity Theft report. Its statistics were sobering. About one in 14 Americans aged 16 or older had been defrauded or preyed upon in the past 12 months, more than 16.6 million people.1

Organizing Your Paperwork for Tax Season

If you haven’t done it, now’s the time.

Provided by Damian Rothermel, CFP®

How prepared are you to prepare your 1040? The earlier you compile and organize the relevant paperwork, the easier things may be for you (or the tax preparer working for you) this winter. Here are some tips to help you get ready:

New Job Opportunity

We are a high growth professional firm looking to provide an enthusiastic individual the opportunity to join our team as an Administrative Assistant.  This part-time position includes a competitive wage and bonus opportunities!
Entering the Yellen Years

A look at the economist newly nominated to lead the Federal Reserve.
Provided by Damian Rothermel CFP®
Janet Yellen – currently the vice chair of the Board of Governors of the Federal Reserve – has been nominated to succeed Ben Bernanke at the helm of the world’s most important central bank.

Financial Wellness Events

We host periodic Financial Wellness Events and Forums. Click below for more information.

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