Category: Investing

12 ways to add 1.57% to 2.99% Per Year To Your Retirement Planning

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Feb 4, 2020 | Insurance, Investing, Planning, Tax Planning | 0 |

Who wouldn’t want to add 1.57% to 2.99% to their retirement planning? According to Morningstar and Vanguard studies, smart financial planning and investment decisions can add from 1.57% to 2.99% to your bottom line in retirement!

Roth IRA’s Rock! An Interview with Johanna Turner, CFP

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jan 3, 2020 | Investing, Planning, Tax Planning | 0 |

In this episode of the Wealth Summit I interviewed Johanna Fox-Turner. She answers several questions such as what is a Roth IRA, what if you can’t fund a Roth IRA, and discusses the value of Roth IRA planning including how to allocate your investments in a Roth IRA.

How does an HSA work? 2020 HSA Rules

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 13, 2019 | Investing, Medical & Healthcare, Planning, Tax Planning | 0 |

Are you looking for extra tax deductions and a way to supercharge your finances? You may want to...

Can’t Fund An HSA? How About An IRA To HSA Rollover?

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 10, 2019 | Insurance, Investing, Medical & Healthcare | 0 |

Trouble funding your HSA (health savings account)? Why not do an IRA to HSA conversion? Remember,...

Dan Solin – Financial Frenemies, 6 Investing Mistakes to Avoid

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 9, 2019 | Investing | 0 |

Dan Solin is an expert speaker, author, and investment steward. He has written several highly acclaimed books on investing focused on helping people like you avoid the big investing mistakes so many of us succumb to. In this video interview, Dan explains his to 6 investing mistakes to avoid.