2023 Employee Benefits Guide

Daniel YergerAbout the Firm Leave a Comment

Hello everyone! In the spirit of transparency and building in public, we’ve always made a best effort to share our own compensation and benefits model with you as our clients and community. It seems only fair as people who talk to our clients about their money that we talk about our own money. So, today I’m sharing our updated employee …

The Roth Conversion

Daniel YergerFinancial Planning 1 Comment

This is a rare occasioned blog in which I’m going to talk about the straight technical. This is a textbook case study of one of the most powerful financial planning techniques that we use with clients, and the good news is, you don’t have to be rich to benefit from using it, though its value does scale significantly. I’m talking …