by Velekei Giles | May 5, 2025 | Financial Blog, Financial Planning, Retirement
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...
by Velekei Giles | Apr 5, 2025 | Financial Blog, Financial Planning
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...
by Velekei Giles | Jan 5, 2025 | Financial Blog, Financial Planning
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,...
