About Us

We are believers that everything happens for a reason. The fact that you’re reading this right now is not insignificant. We appreciate you taking the time to flip through Financial Insights and we trust that you will walk away with at least one piece of valuable information.

“If you don’t know where you are going, you’ll end up someplace else.”— Yogi Berra

We’ve complied information and resources that we believe will enlighten and provide clarity on whether you’re on the right track towards an abundant retirement and a bright and fulfilling financial future.

With utmost respect,
Brad Champlin & Amanda Williams

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

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Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

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Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

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“If you don’t know where you are going, you’ll end up someplace else.”— Yogi Berra

Suggested Content

Can I Create a Roth if I’m Over the Income Limit?

Find That Lost Retirement Account

Best-Performing Asset Classes