Tax Season News and Survival Tips

Tom’s Tips Greetings to all, and I hope this message finds you well as we make our way through winter.  It has been quite mild here in New England, and spring isn’t all that far away. As tax season gets into full swing, I think it can be helpful to have some...

Now Might Be a Good Time for a Roth Conversion

Tom’s Tips Hello All, I hope this message finds you well as we approach the end of 2022! It has been a volatile year in the financial markets, as you are likely well aware.  As the article below points out, declines in the value of traditional (tax deferred) IRA...