Blog

Investments & Wealth Building Michael Hollis, CFP® Investments & Wealth Building Michael Hollis, CFP®

Evaluating Funds for Your Portfolio: How to Choose Mutual Funds

While selecting the right mutual funds is important, the cornerstone of wealth-building lies in a disciplined, long-term investment approach. By starting early and investing consistently, you harness the power of compound growth, setting the stage for financial success. Diversifying through mutual funds can further enhance your investment strategy, making it more manageable and effective.

Read More
Retirement Planning, Taxes & Income Strategies Michael Hollis, CFP® Retirement Planning, Taxes & Income Strategies Michael Hollis, CFP®

The Roth IRA Five Year Rule

Roth IRAs are a powerful tool for tax-free growth in retirement, but there’s a key rule you need to know: the five-year waiting period for withdrawing earnings. This article explains how the rule works, how Roth conversions add complexity, and why starting early can maximize your tax-free retirement income.

Read More