by Mikel | Sep 20, 2021 | Uncategorized
Ch-ch-ch-changes (to the tax code): Will we lose the Backdoor Roth IRA and Mega Backdoor Roth IRA in 2022? Kelsey Lyman, Director of Operations, Convergence Financial Roth IRAs are a favorite account among financial advisors and investors...
by Mikel | Jan 28, 2020 | Uncategorized
Welcome to WordPress. This is your first post. Edit or delete it, then start...
by Convergence | Nov 12, 2018 | Uncategorized
The holiday season is among us and while you may think it is the most wonderful time of the year, what does your financial advisor have to say? Travis has a few words on the subject. ...
by Convergence | Nov 12, 2018 | Uncategorized
The growth continues at Convergence Financial with the addition of Kyle Elliott to our team!
by Convergence | Oct 10, 2018 | Uncategorized
Global Marketing Outlook Oct...
Recent Comments