Josh Dellinger, Financial Planner

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Can I Create a Roth if I’m Over the Income Limit? Use this article to start conversations about the “backdoor” Roth IRA strategy.

The beans brewed for your morning coffee may have changed hands many times.

The Economic Journey of Your Morning Coffee Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Learn how insurance deductibles work, and how they can help you save money.

How Insurance Deductibles Work Knowing how insurance deductibles work can help you save money.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

The A, B, C, & D of Medicare Learn about all the parts of Medicare with this informative and enjoyable article.

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

Retiring Earlier Than Expected? What To Know Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

What every parent needs to know about insuring his or her teen driver.

Buying Auto Insurance For Teen Drivers Tips on insuring your teen driver.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

How Often Should You Update Your Estate Strategy? Review your legacy approach regularly, particularly following significant life events or legislative updates.

Have a strategy for discussing healthcare with your parents.

Caring for Aging Parents As our nation ages, many Americans are turning their attention to caring for aging parents.

Surprises crop up every day, and they’re a great reason to work with us.

Surprises Making the most of surprises is a great reason to work with us.

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Bridging the Confidence Gap In the world of finance, the effects of the