Cybersecurity in 2025

Cybersecurity has never been more important, as threat actors become more sophisticated. Protecting your wealth today requires more than smart investing—it demands vigilance.

Backdoor Roth IRAs

High-income earners often face unique challenges when it comes to contributing to Roth IRAs. However, a powerful solution exists: backdoor Roth IRAs.

Kathleen Santiago

Senior Financial Planner, CIMA® Kathleen Santiago is an experienced financial planner at Larson Financial Group in Denver, CO, where she leverages her CIMA® (Certified Investment Management Analyst) designation to deliver sophisticated investment strategies and comprehensive financial planning. With over a decade of experience in financial services, Kathleen has developed a deep passion for helping clients … Continued

Margaret A. Leto

business administrator & sr. paraplanner As Business Administrator & Sr. Paraplanner, Margaret oversees the intricacies of operations, including marketing, onboarding, event planning, and client engagement. An engaging and passionate customer service expert, she is committed to anticipating her clients’ needs and exceeding their expectations. Before joining WorkOptional in 2017, Margaret was the Marketing & Membership … Continued