People toss around the words, “Roth IRA” and “Traditional IRA” in everyday casual conversation, but how are they different? What are the advantages to having one over the other? This time of year, many people are considering ways to save for retirement. If you are self employed or do not have a retirement option at…
Ever wonder what options you have if you are a small business owner and would like to strategically plan for retirement? Watch the video below to get some ideas on your options.
Most Millennials are stressed out with their finances. One of the best things you can do at an early stage is to sit down with a Financial Advisor to give you an objective plan to set you on the right course.
Had a chance to sit down with Bill Matteson from MCB Consultants to talk about year end IRA strategies. Here is what he had to say!
Discover what you need to do to get your business over the finish line in 2017, and learn strategies that you can implement now to make 2018 even better. This workshop is hosted by Justin Miller of Universal Bookkeeper, Paul J. Pimpinella of Compson & Pimpinella Real Estate and Elder Law, and William Matteson of…
In the next few weeks, I am buying a new house which got me thinking about how I could potentially pay off the mortgage faster and earlier than the traditional 30 year term. I have come up with an example to highlight how not only the amount of additional payments on principle, but how the…
Today is July 28th. At this very moment I am 3 days into my corporate “retirement” and pursuing a lifestyle that is more in tune with my desire for flexibility, time with family, and a focus on things that I care deeply about. Beth and I decided to go All-In on Universal Bookkeeper. What that…