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Pete Connolly
CA. #OD19196
Federal Focused Retirement Advisor
Pete@TheConnollyRetirementGroup.com
Phone: 702-462-9696
Phone: 808-799-0007
Fax: 888-567-9588
|
Pete Connolly
CA. #OD19196
Federal Focused Retirement Advisor
Pete@TheConnollyRetirementGroup.com
Phone: 702-462-9696
Phone: 808-799-0007
Fax: 888-567-9588
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Determine whether you should consider refinancing your mortgage.
Use this calculator to determine whether you qualify for the different types of IRAs.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.