Legislation 5 Highlights of the New Stimulus Package The $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by…Paul PayneJanuary 25, 2021
Financial Information Your Annual Financial To-Do List What financial, business, or life priorities do you need to address for the coming year?…Paul PayneDecember 21, 2020
Financial Planning 10 Reasons You Need a Financial Plan October is Financial Planning Month which serves as a useful, annual checkpoint to make sure…Paul PayneOctober 22, 2020
Retirement PlanningTax Planning What is a Roth Conversion? To understand what a Roth conversion is, you must first understand some of the basics…Paul PayneSeptember 25, 2020