Welcome to the Resource Blog!
Stay informed with the latest updates from the Rothman Investment Management team and explore articles and resources to support your financial journey.
Book Review: Ask
Most people find a conversation engaging if they are engaged in it, but this is backwards. We should seek for the other person to be engaged, which is only done when they are talking.
Educational Spotlight: What Can I Do With My Income?
We are blessed with (too) many options for income that we receive, but these choices can be categorized into four broad categories: taxes, giving, living and saving. Taxes are a natural consequence of living in a civilized society and having income or assets.
What is My Tax Bracket for the 2023 Tax Year?
It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2023 tax year, which most taxpayers will file in 2024.
SECURE 2.0 allows Roth Empployer Contributions in 401(K) Plan
SECURE_2.0 SECURE Roth 401(K)
