James Hargrave 6/9/25 James Hargrave 6/9/25

The Missing Part of Your Estate Plan - Letter of Intent

James Hargrave 5/9/25 James Hargrave 5/9/25

What I Learned Moving A Family from Phoenix to Kansas City: 5 Lessons I Won’t Forget

Life experience on the challenges of moving a family across the USA from Phoenix to Kansas City. Helping you balance the financial and family decisions that come.

James Hargrave 4/14/25 James Hargrave 4/14/25

From Resident to Attending: 7 Critical Life Decisions for New Physicians

James Hargrave 4/3/25 James Hargrave 4/3/25

1099 or Business Owners: Understanding the Impacts of Profit Sharing

James Hargrave 3/9/25 James Hargrave 3/9/25

Everything You Need to Know About Backdoor Roth IRAs

Get into the details of how to correctly implement a backdoor Roth contribution.

James Hargrave 5/28/19 James Hargrave 5/28/19

The Mega Backdoor Roth Strategy: How to Maximize Your Retirement Savings with After-Tax Contributions in Your Employer’s 401(k)

Does your employer offer after-tax contribution allowing for a Mega Backdoor Roth strategy. Learn what to look for and how to successfully implement this strategy.