What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Chuck Blanton, CPA |
Tuesday, May 2, 2023
A Roth IRA conversion involves repositioning traditional IRA or qualified employer-sponsored retirement plan assets into a Roth IRA. One reason people convert traditional IRAs or other retirement accounts into Roth IRAs is so they can...
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Monday, May 1, 2023
In the language of life insurance, a beneficiary is the recipient of the policy’s proceeds when the named insured dies. The owner of a life insurance policy has a great deal of flexibility in naming...
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Chuck Blanton, CPA |
Tuesday, April 11, 2023
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are...
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Chuck Blanton, CPA |
Thursday, April 6, 2023
Get more security & convenience with your financial statements.I wanted to let you know you have the option to go paperless with your documents inside the Account View portal. Within the portal you can sign up for paperless delivery of...
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Chuck Blanton, CPA |
Tuesday, April 4, 2023
Planning for retirement is exciting, but it may come with a bit of stress. If you worked hard all your life, now might be the time to relax and enjoy the fruits of your labor. One of the things that you may need to consider is when it...
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