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Why Working with a Flat Fee Financial Advisor Should Be Your Top New Year's Financial Resolution

January 5, 2025

As we step into 2025, many of us are crafting resolutions aimed at personal growth and financial wellness. While hitting the gym or learning a new skill are common goals, one resolution that could dramatically transform your financial future is partnering with a flat fee financial advisor.
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Understanding the Mega Backdoor Roth 401(k)

September 8, 2024

If you’re a high-income earner looking to maximize your retirement savings, you may have heard of the mega backdoor Roth strategy.
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Should I Make Roth Contributions Inside My 401(k) Plan?

October 10, 2019

Though they have been around since the 1970s, 401(k) plans are still one of the best ways to save for retirement. Nowadays, many 401(k) plans allow for Roth contributions. You’re probably wondering: what exactly is a Roth contribution? And should you make Roth contributions inside your 401(k)? What are the benefits? We will discuss all of this and more, but first let’s look at how 401(k) accounts utilize Roth contributions.
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