Have you been wondering how to best prepare for the end of the tax cuts coming up in 2026? One of our listeners is and they would like to know how Roth conversions should factor into planning for the end of those tax cuts. You...
Read MoreWhat a difference 18 months makes in the housing market! Many who bought their homes at the peak of the real estate boom are beginning to regret their decision. A recent article from BuzzFeed tells stories of remorse experienced...
Read MoreThere’s big news in the world of retirement. The news is so big that we have 2 articles from...
Read MoreHave you been wondering if the 4% rule still applies with a bear market and high inflation? Many...
Read MoreHave you ever thought about purchasing stocks for purpose of generating dividend income? If that...
Read MoreWhy don’t more people maximize their Social Security benefits? As a financial advisor, I often...
Read MoreEnvisioning what your retirement will look like can often be a challenge, so it may be helpful to...
Read MoreWhen we envision retirement, we think more about the things we’ll do to enjoy our time than about the person that we’ll become. My guest today encourages us to change that to spend more time thinking about who we want to be in...
Read MoreHave you been considering a change of scenery in retirement? Before you pack up the house, make...
Read MoreI’m sure you have heard the news about the recent Inflation Reduction Act, but what will this Act...
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