C. Eric Christiansen, CFP® In this article, we’ll illustrate how the Roth IRA—an excellent investment vehicle in its own right—has an unlikely competitor in the retirement saving strategy category: the health savings account (HSA). Although…
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Jordan Curnutt, CFP® While there are many risks to becoming a real estate agent and, by extension, a small business owner, there lies a lucrative career path for those who can serve their clients at…
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By Jordan Curnutt, CFP® You refresh your inbox, and there it is—the email from the closer letting you know your most recent million-dollar listing has closed! It has been a long haul finding the perfect…
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By C. Eric Christiansen, CFP® Over the past decade, data breaches have become such a regular occurrence that we barely bat an eye when a new hack is announced. In the wake of these data…
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EXECUTIVE SUMMARY: Required Minimum Distributions, commonly referred to as “RMD’s” for short, are a fact of life for the typical American retiree. As the country slowly transitioned from retirement benefits consisting of guaranteed payments by…
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