Cut The Crap Retirement Show

What Is A Roth Conversion And Should You Use it?

The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…

Show Notes:

Website: PFfirm.com

Phone Number: 904-285-4489

What You Need To Know About The CARES Act

The CARES Act provides relief to individuals and small businesses struggling financially due to the coronavirus health crisis but how does it affect you directly. Let's look at five of the key provisions and explain why they are important to your financial plan.

Show Notes:

Website: PFfirm.com

Phone Number: 904-285-4489

 

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