Financial
529 Plans to Roth IRA – How it Works
The SECURE 2.0 Act changes the rules a little bit for someone who is in the middle of retirement planning and wants to help pay for a child’s education using…
Read MoreUnderstanding Medicare Advantage Open Enrollment in Retirement
Medicare is such an important part of your life as you age and secure your retirement, but it’s often overlooked in retirement planning. You may have to pay IRMAA surcharges…
Read MoreWhat Are You Getting for the Fee You Are Paying in Retirement?
You may already have a financial advisor or are shopping for one, but you may not know what you’re getting for the fee that you’re paying. We’re going to try…
Read MoreReviewing 2023: Retirement Podcast Resource List
Every week, we have podcasts come out, and as new listeners find us, it can get very tedious to find all the resources we provide. This week we have prepared…
Read MoreImportant 2024 Tax Numbers
Tax rates are something everyone “loves.” Wrapping up at the end of 2023, new tax rates for 2024 have been released. If you’re funding your 401(k) or other retirement accounts,…
Read MoreEnd Of Year Issues to Consider in Retirement
Can you believe that we’re close to the end of 2023 already? Before the year wraps up, it’s a good idea to address end-of-year items and work your way through…
Read MoreEstate Planning – Simplified
Estate planning is a topic we often discuss with our clients. If you’re in the middle of retirement planning and trying to secure your retirement, an estate plan is something…
Read More2023 End-of-Year Economic Update
Andrew Opdyke is back with us to get his insight on the broad economy. He’s been on our show multiple times, and he’s returned with his 2023 end-of-year economic update…
Read MoreThe Basics of a CCRC
Rae Dawson was a special guest on our podcast this past week, and she was happy to talk to us about a very important topic: CCRC. If you don’t know…
Read MoreThe Art of a Risk-Adjusted Portfolio
We’re excited to talk to you about a conversation that we have with every client surrounding risk. Clients who are further away from retirement often don’t mind taking on more…
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