A/D Juicebox A Toast to You!

by Katie Brown | Jan 28, 2025 | General, News

A/D Juicebox A Toast to you! We are happy to present our A/D JuiceBox Webinar Series. JuiceBox will provide current events, financial planning strategies, taxes, investments, and general business updates. Disclosures: The opinions voiced in this material are for...

Time Can Be a Strong Ally in Saving for Retirement

by Katie Brown | Jan 23, 2025 | General, Retirement

Time Can Be a Strong Ally in Saving for Retirement Father Time doesn’t always have a good reputation, particularly when it comes to birthdays. But when it comes to saving for retirement, time might be one of your strongest allies. Why? When time teams up with...

Converting Your After-Tax 401(k) Dollars to a Roth IRA

by Katie Brown | Jan 16, 2025 | General, Retirement

Converting Your After-Tax 401(k) Dollars to a Roth IRA Here’s the dilemma: You have a traditional 401(k) that contains both after-tax and pre-tax dollars. You’d like to receive a distribution from the plan and convert only the after-tax dollars to a Roth...

Financial Planning: Helping You See the Big Picture

by Katie Brown | Jan 2, 2025 | General

Financial Planning: Helping You See the Big Picture Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s...

Charitable Giving

by Katie Brown | Dec 19, 2024 | General, Tax

Charitable Giving When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes. A few words about transfer taxes The federal...