by Greg Dillard CFP (TM) | Jul 20, 2023 | Uncategorized
One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which might be a substantial tax bill. However, if...
by Greg Dillard CFP (TM) and Matt Gazaway CFP (TM) | Jul 17, 2023 | Investment Changes
Looking back on the first half of this year, we saw modest positive returns across most sectors, however, the front-and-center story again was inflation and the Fed’s interest rate policy. The markets are still fairly obsessed with projecting what’s coming...
by Greg Dillard CFP (TM) | Jul 6, 2023 | Uncategorized
Adults caring for aging parents and children simultaneously have now become known as the “sandwich generation.” While each generation comes with its own array of financial challenges, the sandwich generation often feels a tight financial...
by Greg Dillard CFP (TM) | Jun 19, 2023 | Uncategorized
The start of summer brings aspirations of owning that special spot Summer is here and with it are fanciful dreams of owning a second, seasonal home. Maybe it’s a beachside bungalow or a mountain cabin or a lakefront cottage with a front porch and a sweeping view of...
by Greg Dillard CFP (TM) | Jun 1, 2023 | Uncategorized
How much of your life savings would you give up in exchange for an extra decade of healthy life? 10percent? 20 percent? I was a bit surprised by the answers from a survey of wealthy investors, whostated they would trade a third (some up to half) of their wealth to add...
