Atlanta Planning Guys is an informal blog in which CERTIFIED FINANCIAL PLANNER™ professional, Cass Chappell , of Chappell Financial Group, shares his ideas and opinions with the general public.
In keeping with the mindset that an Investment Dashboard should be a turnkey tool, providing all the relevant information pertinent to making sound decisions for a client’s portfolio, it only makes ... more »
My official "stance" on the Roth Conversion opportunity
Executive Summary:
It’s at the bottom of this post. But, read the whole article…it’ll be more fun.
In a prior post, I showed how using funds ... more »