Financial Roots

More money means more complexity. You need a team of professionals focused on your needs. Aritstata can be a key piece of that plan. Here’s how we can help.Video Script Rex Clevenger: When you have worked hard to achieve a certain level of success it’s important to...

Being a business owner is more than a job, it’s your life. I know how the day-to-day can be all consuming. But we can help you see the big picture and avoid some common mistakes that business owners make. Here are the top 3.Video Script Rex Clevenger: Running a...

Financial planning is all about reaching big goals in life – buying your dream house, traveling the world, retiring. And investing is the tool that can help you achieve those goals. We put a great deal of time, research, and care into how we manage your portfolio....

A down market can stir up a lot of emotions. We get it. But our decades of experience tell us to take heart that this too shall pass. Here is a short video that can help put this into perspective.Video Script Rex Clevenger: When the markets drop significantly, as they...

We believe that Financial Planning needs to coincide with Life Planning. Our process is created to help us understand what you truly value and to give us a clear picture of the life you want to live, now and in the future. Video Transcript Rex Clevenger: Each time you...

A buy-sell agreement is a legally binding contract in which the owners of a business set forth the terms and conditions of a future sale or buy back of a departing owner's share of the business. Specifically, buy-sells control when owners can sell their interests, who...

It’s a common question.  With a relatively simple answer.  Contributions made to a Traditional IRA go in pre-tax.  So, if your income is $65,000 and you make a $6000 Traditional IRA contribution, your taxable income is reduced to $59,000, so you have not paid income...

Tax brackets are separated into ranges of income and the more income you make the higher the tax rate. When you need to know what marginal tax rate or tax bracket you are in, it refers to the rate at which your next dollar of income will be taxed. See the chart below...

Payments on Federal Student Loans Still On PauseOn December 22nd, 2021, the U.S. Department of Education announced an extension of the pause on federal student loan payments. The payment moratorium, currently in effect for millions of federal student loan borrowers,...