Judith Naegely, CPFA®

I help small to mid-size businesses by providing a hands-on approach as the Company's Retirement Plan Specialist

View articles by Judith Naegely, CPFA®

Back Door Roth Conversion

Back Door Roth Conversion

December 13, 2022

Inflation?! And, what to optimistic about.

Inflation?! And, what to optimistic about.

September 19, 2022

How to juggle long hours of clinical work AND achieving financial goals.

How to juggle long hours of clinical work…

July 15, 2022

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The Price of Panic

The Price of Panic

June 23, 2022

1 like

Why investment education is essential for Medical Professionals.

Why investment education is essential for…

May 17, 2022

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The Truth About Financial Planning for Clinical Professionals

The Truth About Financial Planning for…

May 4, 2022

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