Traditional to Roth Conversions – The Pros & Cons By Michael P Carroll, CLU, ChFC, CFP® – American National Bank According to the Taxpayer Relief Act of 1997, there is a special traditional IRA to […]
By John J. Checki, Jr. and John J. “J. J.” Checki III Wouldn’t it be great fun and so comforting to have a way to get some good advice about money? Here’s hoping you […]
By Virginia Hammerle, Hammerle Finley Law Firm Your kids fought over who would sit in the front seat of the car. Do you really think they’re going to agree about dividing your estate? Not likely as […]
By John W. Ferguson, Jr., CLU,CFS, AIF®, Strategic Financial Partners Some people think managing money is fun. They read the Wall Street Journal every day, track financial news online, create and follow household budgets and […]
Protect Yourself… You Could Be a Target Courtesy DATU Credit Union, Denton County LIVING WELL Magazine Most Americans are caring, compassionate, and trusting. That, coupled with major changes in technology, a sluggish economy, and an aging […]
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