The day we hired Lisa, we asked her if it was possible that she could delay starting for 6 weeks and she said, “I’ll make it work.” That night Darla gave us her six-week notice. Rick called Lisa the next morning and asked...
This is a reminder to all our clients who have traditional IRA’s. Be sure to call your accountant and find out if you should convert a portion of your IRA to a Roth IRA by November 15th. The person who can benefit most from this is someone in a low tax bracket,...
