May 18, 2022 - By Frank Corrado, CPA, CFP®, RLP. When and why you might consider a strategic Roth conversion. A Roth IRA conversion allows you to turn a traditional IRA or 401(k) into a Roth. The value of the assets converted will draw tax,
Frank Corrado
Can Tax-Loss Harvesting Improve Your Investing Returns?
May 10, 2022 - By Frank Corrado, CPA, CFP®, RLP. The recent sell-off in the capital markets has left investors with unrealized capital losses in their portfolios. While no one goes into an investment to lose money, part of having a
Hidden Superpowers – Part II
By Frank Corrado, CPA, CFP®, RLP May 10, 2022 - In Part I, we shared with you five of the specific traits and abilities within us that we either take for granted, underestimate, or misuse when building financial strength. Once understood, these
Hidden Superpowers – Part I
By Frank Corrado, CPA, CFP®, RLP April 27, 2022 - Within each of us are specific traits and abilities that we either take for granted, underestimate, or misuse when building financial strength. Once understood, these “Hidden Superpowers” can carry
Should I Invest in Individual Bonds or Bond Funds?
April 27, 2022 - Given the performance of the bond funds in 2022, it's a good question! First, let me outline a couple of key principles of the markets in fixed income securities, also referred to as the bond market. A bond is a fixed-income
The Most Seasoned Advisers Show No Signs of Slowing Down – Or Retiring
April 22, 2022 - While some folks scamper toward a campaign promoted as "the great resignation," there remains a tidy core of financial advisers who refuse to recognize the notion of retirement despite being well past traditional retirement
Estate Planning Mistakes of the Rich and Famous
April 13, 2022 - In my years of advising clients on financial topics, there are two areas of utmost importance where many clients "drag their feet:" maintaining adequate life insurance and having an estate plan. Considering one's mortality is
Social Security, Marriage and Divorce
April 13, 2022 - With more than 2,700 rules, optimizing the benefits of Social Security is undoubtedly a challenging topic for clients and advisors alike. While the question "When should I start taking social security" is on most people's minds,
The Wisdom of Borrowing!
October 13, 2021 - The determination of what to do with money is not intuitive. As a child, your first connection to money was probably the result of a holiday or birthday gift. Maybe, it was your first exposure to bribery from an adult who needed
A Vacation Home – Beyond the Numbers
October 6, 2021 - You had a great summer vacation. You found yourself in the perfect beachfront home, the quaint cottage on the lake, or the chalet with exquisite views of the mountains. The family was all together, and discord was at a minimum. It
