by Joe Lind | Feb 18, 2025 | Investing
Rolling over a traditional IRA into a Roth IRA isn’t just a financial move—it’s a long-term strategy with powerful tax benefits. While these rollovers were all the rage a few years back, they’ve fallen off the radar for many. But for the right individual, they can...
by Joe Lind | Feb 12, 2025 | Retirement
The ball has dropped, the confetti’s been swept away, and for many, the New Year brings a shift in focus—from indulgence to self-improvement. After weeks of rich food, celebratory drinks, and the occasional dessert (or three), it’s no surprise that health goals take...
by Joe Lind | Feb 11, 2025 | Financial Preparedness
On Super Bowl Sunday, it’s easy to get caught up in the excitement of the game—the flashy commercials, the halftime show, and of course, the nail-biting moments on the field. But if you take a step back, it’s clear that getting to the Super Bowl isn’t just about...
by Joe Lind | Feb 6, 2025 | Investing
Black History Month is a powerful reminder of the resilience, innovation, and community strength that have shaped our world. As investment advisors, it’s a chance to reflect on how we can help create a more equitable future. Financial empowerment plays a huge role in...
by Joe Lind | Feb 4, 2025 | Investing
We’ve all seen *Groundhog Day*—Bill Murray stuck in a time loop, repeating the same day over and over. It’s funny in the movie, but when it comes to your portfolio, not so much. Here’s the thing: too many people make the same mistakes in their...
by Joe Lind | Jan 29, 2025 | Uncategorized
In Cincinnati, the phrase “pitchers and catchers reporting” is more than a sign of spring—it’s the start of something magical. For Reds fans, it marks the first step toward Opening Day, a beloved holiday that celebrates fresh beginnings and endless...
by Joe Lind | Jan 28, 2025 | Retirement
Hey, quick reminder: even though we’re already cruising through 2025, you can still contribute to your 2024 Traditional IRA until Tax Day! Yep, it’s like hitting rewind on last year’s savings game. A lot of people miss this opportunity simply because they don’t know...
by Joe Lind | Jan 23, 2025 | Uncategorized
Remember the story of Joe Lind’s deck? We want to go a little deeper into that… Good customer service is the cornerstone of a smooth and positive experience, whether you’re building a deck or managing a financial portfolio. In Joe Lind’s case, his deck project...
by Joe Lind | Jan 21, 2025 | Uncategorized
The Story of Joe’s Deck: Joe Lind wanted to get his back deck replaced in the fall. Solid planning, a vision of what he wanted, and the discipline to save all came together…right up until the material actually started arriving! What happened? First, someone...
by Joe Lind | Jan 16, 2025 | Financial Preparedness, Uncategorized
It is a little late for Christmas gifts but you can ALWAYS give the gift of knowledge. When someone like you shares their knowledge with others, it can have a strong and positive effect. Examples of trusted resources include but are not limited to:...
