Chris Wootton, CHFC

Outliving your money – Do you have a CLEAR Picture? The current economic landscape has many Americans reconsidering whether retirement is a realistic goal. While...

Financial Fibbing – The Dangers of Financial Infidelity? Would you say it’s appropriate to cheat on your spouse? I certainly hope not since infidelity is...

The Risks and Rewards of Roth Conversions Jump on any social media platform now days and you’ll find a financial advisor marketing his services by...

AI Failed a Retirement Income Literacy Test; Would You? With the advent and continuing development of AI, there’s been a lot of talk and speculation...

Would you fail a basic Social Security quiz? Put your knowledge to the test. I came across a recent CNBC article that caught my attention...

The “Mega” Backdoor Roth 401(k) Conversion Explained Many are familiar with Roth IRA conversions and the future tax benefits afforded by them if they’re...

Navigating Economic Declaration 2023 is in our rearview mirror and the economic landscape is poised for a shift. Anticipations for 2024 suggest a possible...

You’ve Heard of Bank Bailouts – What’s A Bank Bail-In? Before we dive into this month’s article, I just want to wish you and your...

What are Your Biggest Financial Concerns? In today’s ever-evolving and uncertain financial landscape, investors grapple with many factors that could significantly influence their financial futures....

No! Your Home is not an Asset Despite what most people think, your home is not an asset, at least not until you sell it...