All posts by Randall Avery, CFP®, CFA

Backdoor Roth IRA Conversion

[sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15 min Consultation Now![/sh_btn] Over the years, Roth IRAs have become a desirable retirement planning tool. Roth IRAs are one of the most tax-efficient ways to build wealth for those who […]

By Randall Avery, CFP®, CFA | January 26, 2022 | Financial Planning, Uncategorized | 0 Comments |  Like

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Qualified Charitable Distributions

[sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15 min Consultation Now![/sh_btn] Something that is not discussed in our culture is how giving to charities is woven into society’s fabric. According to Charity Navigator, total charitable giving in the […]

By Randall Avery, CFP®, CFA | November 8, 2021 | Financial Planning, Uncategorized | 0 Comments |  Like

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Are You Revenge Spending?

[sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15 min Consultation Now![/sh_btn] According to the Reserve Bank of New York, A surge in credit card spending and home purchases caused US household debt to increase by $313 billion, or […]

By Randall Avery, CFP®, CFA | August 18, 2021 | Financial Planning, Uncategorized | 0 Comments |  Like

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I am Debt-Free…Now What?

[sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15 min Consultation Now![/sh_btn] If you can say the statement above, congratulations are clearly in order. With consumer debt in the United States totaling 14.08 trillion dollars, according to Experian, it […]

By Randall Avery, CFP®, CFA | July 15, 2021 | Financial Planning, Uncategorized | 0 Comments |  Like

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