Taxes are set to increase in 2026. And even though it may not feel like it, we are living in a time of historically low tax rates. In this video, Dustin with Mundorf Wealth Management and Erin Kennedy talk through the pros and cons of a Roth Conversion for someone in their 70's.
You'd think any kind of income would be good, but phantom income, and the taxes that come with it, can take a lot of investors by surprise! Dustin with Mundorf Wealth Management and Erin Kennedy want to make sure you know how to avoid it. Here they talk through some smart tax strategies to consider, including investing in ETFs (exchange traded funds) instead of mutual funds.
Roth accounts are an amazing tool when it comes to creating wealth. Roth IRAs are not subject to probate and can be passed on to heirs tax-free. They also grow tax-free! If you're considering a Roth Conversion, Dustin with Mundorf Wealth Management and Erin Kennedy walk through 3 key considerations:
The age-old debate continues: should you pay off your mortgage early or invest for the future? In this video, Dustin with Mundorf Wealth Management and Erin Kennedy talk through whether the answer to that question has changed considering the high rate on "safe returns" for your lazy money and low interest mortgage rates.
The cost of raising a child to the age of 18, now costs about $300,000.00, and that doesn't even include college! For a child with special needs, that cost can more than triple. Without proper preparation, your child’s lifetime needs can quickly outstrip your funds. Dustin with Mundorf Wealth Management recommends to Erin Kennedy that you:
Is your financial advisor truly planning for your future, or just coasting? In this video, Dustin with Mundorf Wealth Management and Erin Kennedy lay out the four signs that your advisor is delivering genuine financial planning, not just quick fixes. A truly committed advisor will: