#retirement

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...

Dental Bites: Thinking About Retirement? Then you need to ask yourself... How much money have I saved for my dental care? If you are planning to...

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...

VA News: Attention Military Retirees!!! Survivor Benefit Plan (SBP) Open Season Congress provided for a Survivor Benefit Plan (SBP) Open Season in the 2023 National...

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...

Basic Estate Planning As the holiday season nears every year, and families begin to gather, I get one question more than any other – “Do...

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....