We often recommend and have clients doing a Backdoor Roth IRA contribution as part of their retirement planning. While our clients usually engage a CPA to
By Philip Lee, CFP®
Are you a Massachusetts resident and saving towards college via a 529 Plan?
I’ve often recommended the Nebraska 529 plan or, more
by Philip Lee, CFP®
As the summer wind-down begins it is time to start thinking about upcoming financial planning deadlines:
Sept. 15: Deadline for your