Catrina Roth CFP, RIS - Investment Advisor

Happy to be a part of this WICKED event!
Join us next year!

What an amazing day at our Wicked-themed Ladies Member Guest! A huge thank you to all the players, organizers, staff, and sponsors who made it so special. Congratulations to our winners — and to everyone who dressed up, showed up, and brought the energy. A wickedly fun day from start to finish — already dreaming of next year! #MickelsonNational #LadiesMemberGuest

Moving season can lead to confusion around moving expense deductions Moving costs can be a tricky thing because it’s not always clear when they’re deductible. Given that we’re now in peak moving season, let’s look at the rules around moving expenses.

Hate Baggage Fees? Wear a Fishing Vest on the Plane Travelers jam their clothes in all the pockets. ‘It allows me to have really cheap vacations.’

What if the Most Powerful Way to Live Longer Is Just Exercise? People are chasing longevity with ice baths and supplements. But the benefits of exercise have years of science behind them.

What All the Single Ladies (and Men) Say About the Economy Did the pandemic prevent people from meeting their future fiancés? In a way, the engagement ring has become a sparkly microcosm of the U.S. economy.

Higher interest rates are coming for variable- and fixed-rate mortgage borrowers The Bank of Canada’s interest rate hike of another quarter of a percentage point will dial up the financial pain felt by borrowers with variable-rate mortgages and some of those with fixed rates.

Graduates should think about where to invest new income. Here are some things to consider Determining the best way to save money should start with a discussion about what you’re saving for. Are you saving for a short-term goal such as buying a car, taking a vacation or starting a business in the next year? Or perhaps you’re following the prudent advice of many financial planners and ...