Charitable Giving: What to Do Before You Donate
Presented by Botto Financial Making a charitable gift can be a fulfilling experience, but before you donate, it’s wise to do a little research. Taking the time to learn about a charity can help you determine whether the nonprofit organization is legitimate and...
The Ultimate Guide to Get Money into a Roth
We are hearing clients ask the question “How can I get more money in a Roth account?” Many worry that it is too late or that their income is too high to be able to contribute to a Roth IRA. So – is it too late? Have you missed the opportunity to get money into a Roth...
Market Update for the Month Ending April 30, 2021
Presented by Wesley Botto Markets Rally as Economic Recovery Accelerates April was a strong month for U.S. equity markets, with the three major indices setting all-time highs. The Dow Jones Industrial Average gained 2.78 percent, and the S&P 500 saw a 5.34...