Roth Conversions Are Booming — Should You Jump In?

_{In this week's newsletter:}

• Latest Good News: She Did It! A Special Graduation Celebration🎓

• Education: Roth Conversions Are Hot Right Now? (video)

• Industry News: What Most People Don’t Know About Tax Credits (But Should)

• Lifestyle Tips: 100 Summer Fun Ideas for Kids and Parents

She Did It! A Special Graduation Celebration🎓

Happy Winsday!

I pray you're doing well.

What time is it?👂🏽

GOOD NEWS TIME!!!🎉🎉

This week’s Good News is extra special—and close to my heart.

I’m so proud to share that my daughter, Loren, officially graduated kindergarten last week!🥲🙌🏾

Watching her walk across that stage was one of those unforgettable moments that makes you pause, reflect, and feel overwhelming gratitude.

She has worked so hard, stayed focused, and achieved the goals she set for herself—this graduation marks not just the end of one chapter, but the beginning of her next.

As she steps into the next phase of her educational journey, I’m filled with so much excitement for what’s ahead for her.

It’s moments like these that remind me why we work so hard—not just to build wealth, but to build legacy, to pour into the next generation, and to celebrate the milestones along the way.

📖Money Motives Education

***This Week***

 In this installment, we'll explore

“Roth conversions are hot right now ?”

In a world filled with negative headlines about economic struggles and market volatility, we focus on the positive aspects shaping our financial landscape.

"Money Motives" aims to change the narrative with fresh perspectives on money and investments.

Tune in every Wednesday for a new installment of Good News from the World of Finances. Grab your pen and notepad, and join us for some financial inspiration!

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What Most People Don’t Know About Tax Credits (But Should)

When it comes to tax planning—whether it's for the year ahead or just the day-to-day—most business owners are familiar with deductions.

Maybe it's a client lunch that's partially deductible or a piece of equipment that qualifies for depreciation. But what often goes overlooked are tax credits—and these can sometimes be even more valuable.

100 Summer Fun Ideas for Kids and Parents

School’s out—but the fun doesn’t have to slow down.
Whether you're looking to beat boredom, make memories, or simply enjoy the season without screens, this list of 100 summer fun ideas has something for every family.

Well thats it for this week, hope you found something valuable in this newsletter. Please share your Good News or anything you’d like me to include in our upcoming newsletter.

Please share with a friend and if you have any questions or comments just reply to this, it comes straight to me:-)

Have a blessed week till next time....

Kind Regards,

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