Check back weekly as C. Curtis Financial will cover investment and retirement topics that are pertinent to you! Do you have a topic in mind that you would like to learn more about? Contact us to request a topic and Mike or Kyle will add it to the list!


August 22, 2019

Part 3: When Should I contribute/Convert to a Roth IRA?

Last week I covered why you want a Roth IRA and some of the benefits of getting tax-free growth and income. This week I wanted to cover who should be contributing to a Roth, when those contributions should be made, and also who should look into Roth Conversions and when.

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August 12, 2019

Part 2: 3 Why Do I Want a Roth Anyways?

Last week we talked about how to get your funds growing tax-free in a Roth account. This week I will explain why you want a Roth and what he Benefits are.

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August 5, 2019

Part 1: 3 Ways to get your money growing tax-free in a Roth

If you are like so many investors out there realizing that we are in a low set of tax brackets, and aren’t excited about the thought of what they will be down the road, then you want...

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July 29, 2019

Independent vs Captive Agents/Representative-Which is right for you?

In today’s financial planning world there are so many choices on who to work with to build your retirement plan. Some of the questions you may be asking yourself...

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