If you’ve thought about contributing to a Roth IRA, but you made too much money during your working years, you can have a second chance – through a Roth conversion. Why is a Roth IRA desirable for some people? Here are the key benefits: Tax-free withdrawals. You put...
Are you changing jobs soon? If so, you’ll obviously be interested in your new salary but you’ll also want to look at other financial considerations. Here are some of the most important ones: 401(k): If you had a 401(k) plan through your previous employer, you’ll need...
Between your family, your finances, your independence and your legacy, you’ve got a lot to protect – so it's important to have protection plans in place. Let’s look at these areas of need and some possible protection solutions: • Protecting your income – An injury or...
If you’re a business owner, you’re always thinking about the days ahead: How can I boost sales in the next year? What trends should I be watching? But there’s another question to ask about your future: Do I have a good retirement plan in place? Consider these...
As we enter the holiday season, your life may well become busier. Still, you might want to take the time to consider some financial moves before we turn the calendar to 2025. Here are a few suggestions: Review your investment portfolio. As you look at your portfolio,...
Inflation may run high or low, but it’s pretty much always around and it’s particularly concerning if you’re a retiree. How can you help protect yourself from a rising cost of living? Here are a few suggestions: Keep some growth potential in your investment portfolio....
