The new year means it’s time to start laying out plans and goals for 2021. Let us help you with the financial side of those resolutions by highlighting six planning items to review over the next 12 months.
There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”.
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.
Chris recently helped a couple alleviate their tax burden. Find out how, and make sure you don't overpay in taxes.
ETFs and mutual funds appear to be similar investing vehicles. Does it matter in which you choose to invest? Chris Patterson explains.
Having a tax-free retirement should be a major goal of every retiree. Chris will walk us through the five steps you can take to achieving a tax-free retirement.
Tax code changes could be affecting the stock market. In the inaugural episode of The Tax-Free Zone, we'll analyze the potential connection between the two, and Chris will give us his top takeaways on recent financial news.