3 Myths About Converting an IRA to a Roth IRA After Age 60

By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Suppose you have read or watched a story about converting an IRA to a […]
7 Retirement Considerations: Thoughts From a Financial Professional

By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn When helping people get ready for retirement, financial professionals find the same issues come […]
The Principles of Financial Literacy

By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Financial literacy refers to the skills and knowledge that allow an individual to make […]
Understanding Social Security Strategies

By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn As you age, the question of when to collect Social Security (SS) retirement benefits […]
Saving for Your Retirement

By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Major Considerations How much will you need in retirement? When do you plan to […]
5 Last-Minute Considerations Before Tax Day

By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn With April’s federal tax filing and payment deadline on the horizon, Americans are dotting […]
3 Moments in Life Where You Should Consider Consulting a Financial Professional

By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn If you’ve ever wondered why so many lottery winners (an estimated 70 percent) seem […]
What Roles Does Social Security Play in Your Retirement Income Strategy?

By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn As you near retirement, it’s likely you’ll have many questions about Social Security. How […]
Retirement Investors Get Another Boost from Washington

By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress last week and […]
Tax Planning for Business Owners

By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn What is business tax planning? When starting a business, you must consider a number […]