Author: Jake Drum

Strategies for Success: Roth Contributions & Conversions

As a follow-up from to our recent Tax Smart Investing presentation, we are posting several blogs that explain some of the concepts that we discussed. ...
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Social Security: Why Wait?

Caveat: Personal finance is personal. Your individual facts and circumstances will have a huge impact on when YOU should claim your social security benefits. This...
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Secure Act 2.0: The Top 3 Changes You Need to Know

You might have heard about recent legislation known as Secure Act 2.0. SECURE Act 2.0 was included in the Consolidated Appropriations Act of 2023, which...
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Are Cryptocurrency Losses Deductible?

It has been a roller coaster year for all markets, but none more so than the market for cryptocurrency and digital assets. You may have...
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