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  • Your Financial Support System: The Roles of a CPA, Bookkeeper, and Wealth Advisor

    Your Financial Support System: The Roles of a CPA, Bookkeeper, and Wealth Advisor

    June 25, 2025

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    PRISCILLA.SUGGS

    Think of your financial team the same way you think of your healthcare team — you wouldn’t ask a dermatologist to set a broken bone or expect your primary care doctor to perform heart surgery. Each specialist has a specific role. In the same way, a CPA, bookkeeper, and financial advisor each provide expertise in…

  • Backdoor Roth IRA Conversions: A Powerful Strategy for High Earners

    Backdoor Roth IRA Conversions: A Powerful Strategy for High Earners

    May 30, 2025

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    PRISCILLA.SUGGS

    High-income taxpayers are often phased out of making direct Roth IRA contributions due to income limits, fortunately, the “backdoor Roth IRA” offers a legal workaround…

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