Best Fiscal Reality Check
Some people have their retirement plans locked in, their investment strategies in sync with every blip in the stock market, and their kids’ college savings plans set up while said kids are still in utero…and then there’s the rest of us. Did we think a Roth conversion was a baking term? Intirety Wealth Management helps clients understand the different types of plans out there, tax implications of cashing out old 401ks, the risks and benefits of long-term investments in this, ahem, current environment, and what we need to do to reach our long-term goals. Their team includes certified financial planners and chartered financial consultants.