Tax Planning
Travis Tracy, CFP®, EA
Child Tax Credit & Advance Payments for 2021

Learn more about the Child Tax Credit for 2021 and the advance payments that will start July 15, 2021.

Child Tax Credit & Advance Payments for 2021
Tax Planning
Travis Tracy, CFP®, EA
What You Need to Know About the New Stimulus ...

Learn about the stimulus payments, small business assistance, personal tax changes, business tax changes, and much more with the new stimulus bill's signing and how it may impact your situation.

What You Need to Know About the New Stimulus Bill
Financial Planning
Travis Tracy, CFP®, EA
As a Millennial, Should You Pay Your Mortgage ...

Thinking about starting to make extra payments to your mortgage? Read this blog post first before you make your decision!

As a Millennial, Should You Pay Your Mortgage Off Early?
Tax Planning
Travis Tracy, CFP®, EA
Potential Tax Changes with Biden as the ...

Learn more about the potential tax changes, with Joe Biden being the President-Elect of the 2020 Presidential Election.

Potential Tax Changes with Biden as the President-Elect
Investing
Travis Tracy, CFP®, EA
Investing for Beginners: Asset Allocation

Learn how to develop an asset allocation that will work best for you and your needs and have a diversified portfolio.

Investing for Beginners: Asset Allocation

Greensboro

Traditional IRA vs Roth IRA

Traditional IRA vs Roth IRA

Have you ever seen the terms Traditional IRA and Roth IRA and wonder what the differences between the two are? This blog will discuss what a Traditional IRA account and Roth IRA account are and how they can benefit you.