The Road To Roth Conversion: Opportunity Cost Myth
Roth conversions are a popular planning strategy for those in the know. We break down the strategy and reasons for using it along with the most common objection we hear.
Roth conversions are a popular planning strategy for those in the know. We break down the strategy and reasons for using it along with the most common objection we hear.
As the old saying goes, your health is your wealth. Here at High Falls, we strive to take care of ourselves so we can take better care of you.
2022 has been an eventful year for investors. In our quarterly review, we examine past trends and future possibilities to put the current bear market into better context.
From a financial literacy event with Bethel Express to a growing family, Tough Mudder 5K, and continued focus on advanced retirement and tax planning strategies, here's what happened at High Falls Advisors.
Roth IRAs and life insurance share some important characteristics. Let's examine how they compare as estate planning tools.
This seminar is intended for individuals currently on Medicare or about to begin Medicare. Attendees will be presented with the options available to them in 2023, with specific emphasis on the Medicare Advantage Plans available in the Rochester region.