The Dow forges higher 11 days in a row. When will it give? Wes answers caller questions about a low yielding CD ladder, taxes, and using a lump sum pension to buy rental property. Stay tuned in the second hour to hear Wes discuss 3 money secrets we can learn from the Amish lifestyle.
Start with a conversation about your goals, questions, and how a holistic plan could simplify your financial life.
A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
