Moving Your 401(k) to a Roth IRA Tax-Free? Moving Your 401(k) to a Roth IRA Tax-Free? Julie Sayers2024-01-09T12:02:32-05:00January 5th, 2021|Tax Strategies|
Hello 2021 Hello 2021 Julie Sayers2024-01-09T12:02:45-05:00January 5th, 2021|Todd's Take on the Market|
Be Among the 8% to Stick to Your New Year’s Resolutions Be Among the 8% to Stick to Your New Year’s Resolutions Julie Sayers2024-01-09T12:02:58-05:00December 29th, 2020|Financial Planning|
Seeing 2020 in the Rear View Seeing 2020 in the Rear View Julie Sayers2024-01-09T12:02:53-05:00December 29th, 2020|Todd's Take on the Market|
What’s New for Social Security in 2021 What’s New for Social Security in 2021 Julie Sayers2024-01-08T19:11:23-05:00December 23rd, 2020|Social Security, Retirement, Retirement Planning|
2020 Goes in the Record Books 2020 Goes in the Record Books Julie Sayers2024-01-09T12:03:06-05:00December 23rd, 2020|Todd's Take on the Market|
Optimism Guides the Market Optimism Guides the Market Julie Sayers2024-01-09T12:03:06-05:00December 8th, 2020|Todd's Take on the Market|
Gifting with Tax Purposes in Mind Gifting with Tax Purposes in Mind Julie Sayers2024-01-08T20:12:55-05:00December 8th, 2020|Tax Strategies, Legacy Building, Estate Planning|
Dow Makes New Highs Dow Makes New Highs Julie Sayers2024-01-08T22:24:21-05:00November 30th, 2020|Todd's Take on the Market|
What’s Your Financial Personality? What’s Your Financial Personality? Julie Sayers2024-06-17T17:29:55-04:00November 23rd, 2020|Financial Planning, Psychology|
