Sarah Sikorski, CPA, CFP®
DIRECTOR, WEALTH MANAGEMENT
Recent Posts
Featured Post:
Stock Market News and Investment Insights for 2024
Between continued volatility in equity markets, an impending election, and ongoing concerns around interest rates, today’s financial world is more uncertain than ever. Most investors thought 2023...
How the Pro-Rata Rule Impacts Your Backdoor Roth Contributions
by Sarah Sikorski, CPA, CFP®
September 28, 2021