Don Connelly & Associates

JULY 4, 2022

Let's chat about the backbone of the business, client relationships. Client relationships are fragile. As soon as their money's exposed to volatility, clients are on an emotional roller coaster ride and they need a lot of attention. And all too often, we get caught up in the details of products and services we're offering to notice that our attention may have slipped.

Clients 52

Clients Investments Investing Marketing 52

Financial Symmetry

JULY 4, 2022

Financial Symmetry is thrilled to promote Garrick King, CFP® to an Advisor role. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our clients. Garrick helps us do just that by recently meeting … Continued. The post Garrick King, CFP® is Financial Symmetry’s Newest Advisor appeared first on Financial Symmetry, Inc.

CFP 52

CFP Clients 52

Getting Your Financial Ducks In A Row

JULY 4, 2022

Photo credit: jb. While many folks would tell you that it can be a good idea to make non-deductible contributions to your traditional IRA, I believe it’s in the “Bad Idea” category for most situations. This is primarily due to the way the tax law works for IRA and non-IRA money. There can be good reasons for non-deductible IRA contributions, but today we’ll focus on the downside.

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Taxes Distribution Accounting Investing 53