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 | Mar 5, 2025 | Retirement, Financial Blog
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...
by Velekei Giles | Feb 5, 2025 | Financial Blog, Retirement
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...
