When you’re planning for retirement, one important consideration is how taxes can impact your financial picture. A Roth conversion is a strategy that can help you manage your taxes over the long term. But what is a Roth conversion, how does it work, and why might it...
Understanding how media coverage can affect investor behavior. It’s never been easier to stay informed — or overwhelmed. Between 24/7 cable news, financial websites, social media, and podcasts, investors today are surrounded by more market commentary than ever. While...
Inflation is something we all hear about, but how does it actually affect your retirement plans? Let’s break down what inflation means and how it can change the way you think about your retirement income and expenses. What is Inflation? Inflation is the gradual rise...
Financial scams can happen to anyone, but retirees and those close to retirement can be particularly vulnerable. It’s important to understand the common scams out there and how to protect yourself and your hard-earned savings. Common Types of Scams Scammers often...
Why Quick Online Tools Can’t Replace Real Financial Planning Online financial calculators can seem like an easy answer. Enter a few numbers—age, income, savings—and get instant estimates of your future retirement or investment outcomes. But while they’re convenient,...
