Should You Be Doing A Back-Door Roth IRA?

Are you a high-income earner who wants to take advantage of the benefits of a Roth IRA? If so, the backdoor Roth IRA may be the perfect option for you.

J. Scott Miller


Our insights page is how we communicate our current thoughts and feelings about personal finance.  We regularly post about market trends, investment strategies, retirement planning, and social security in an easy to digest blog format.

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Is Now the Right Time For A Roth Conversion?

How Much Should I Have In My 401(k)?

Building Your Retirement Income Plan


Are you a doctor struggling with student loan debt? Despite being a high-income earner, it can be challenging to make ends meet when a significant portion of your paycheck goes towards student loan payments.

J. Scott Miller

401k investment

The Pension Protection Act of 2006 single-handedly created target date funds as a global asset class, one which now commands a 20% to 25% share among public and corporate pension plans. In the United States, more than $2.5 trillion is invested in these types of funds by approximately 40 million people.

Alex LaRosa, CFP®

S&P 500 image

Every year, Wall Streets’s top strategist make a call of where they think the S&P 500 will finish. We wanted to share a summary of some of these target prices for 2022 and the strategist reasoning for it.

Alex LaRosa, CFP®

Getting started in investing can be a slow and painful grind. It the beginning, it doesn’t even really matter how good at investing you are because the truly hard part is saving the excess cash to invest.

Alex LaRosa, CFP®

2021 S&P 500 Predictions

Every year we like to compile the S&P 500 predictions from various Wall Street analysts. Below is a chart with each strategist’s prediction for 2021 as well as their prediction from 2020.

Alex LaRosa, CFP®