Blog
The 3 Stages of Your Financial Life
1-Minute Video: What are the three stages in your financial life? The first stage is preparing for life’s uncertainties. The second stage is managing your net worth and the third stage is managing retirement and your estate. The...
Read More1-Minute Video: How to Allocate Assets Within Your Portfolio When You Retire
1-Minute Video: If you’re nearing retirement, you may need to consider asset allocation in a different way. Be aware that asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. When you were...
Read More1-Minute Video: When Does a Roth Conversion Make Sense?
1-Minute Video: With a traditional IRA, you may qualify for a tax deduction when you invest your money. But later, when you take the money out in retirement, all those distributions are taxed. The Roth IRA is the opposite. It has no...
Read More1-Minute Video: Is a Tax-Free Retirement Possible?
1-Minute Video: A question we’re commonly asked is, “Is it possible to drastically reduce taxes in retirement, or even eliminate them? It’s possible, but you must start planning before you retire. Many people...
Read More