Blog
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Podcast: Roth Conversions: Controlling Your Future
Roth Conversions: Controlling Your Future October 31, 2025 In this episode of Living Your Wealth: Today and Tomorrow, Kelly Ennis, founder and president of Infinity…
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Investment Planning Personal Finance Retirement Planning
The Best Tool in your Retirement Portfolio?
I have a client who describes her Traditional IRA as silver and her Roth IRA as gold….
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Best Life Investment Planning Personal Finance
A Portfolio Is Not A Plan
According to the U.S. Census Bureau, 4 million Americans are expected to turn 65 in 2024, more…
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Investment Planning Personal Finance Retirement Planning
Roth IRAs Explained
What is a Roth IRA? A Roth IRA is a type of individual retirement account that allows…
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Best Life Income Planning Personal Finance
Where Does Past Performance Matter?
So, what does this recent roller coaster ride mean for future stock prices? Nothing. Well, almost nothing….
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Best Life Income Planning Personal Finance
What Your Net Worth Does – And Doesn’t – Say About You
Your financial net worth is the sum of all your assets, less the sum of all your…
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Best Life Business Owners Personal Finance Retirement Planning Tax Planning
Why Work with a Financial Planner
Why work with a financial planner? Even if you have an accountant who prepares your tax returns…
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Best Life personal-finance
Are Your Assets Really Liabilities?
Hopefully, you created your balance sheet early in your quest for financial independence. While it is important…
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Best Life personal-finance
How Financial Rules of Thumb Can Affect You
WHAT IS A FINANCIAL RULE OF THUMB? Rules of thumb – those little pieces of wisdom intended…
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In Best Life Personal Finance Tax Planning
8 Benefits of Tax Planning
Could you benefit from tax planning? Do any of these apply to you? If you answered yes…