Tsuneko Nakatani, CPA, MBA

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What's your retirement income mindset?

Not everyone thinks about retirement income in the same way.
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A legacy of love

We hope the worst won't happen, but sometimes it does. Leave a legacy of love and financial security - make getting life insurance a priority.
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Tsuneko Nakatani, CPA, MBA
Financial Services Professional

They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a strategy that will help protect your family's wealth, lifestyle and dreams for the future. Let's get started - there's no better time than now.

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Your Business: Could You Benefit from a Roth Conversion in 2020?

This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.

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Latest Available Stock Quotes
Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
Nasdaq 100	13,490.19	+0.05%
NYSE Composite	14,867.37	-0.45%
AMEX Composite	2,421.16	-2.85%
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