Roth IRA Conversion Benefits: Timing, Taxes & Long-Term Impact
Curious how to pay less in taxes during retirement? Explore the advantages of Roth IRA conversions in our latest article.
Is Your Retirement Savings Enough?
Pursue your ideal retirement with confidence! Discover how to review your savings and create a plan that stands the test of time.
5 Questions You Need to Answer 5 Years Before Retirement
Are you 5 years from retirement? Here are 5 key pre-retirement planning questions you’ll want to ask to feel confident and in control.
Understanding the Step-Up in Basis Rule for Inherited Assets
Want to leave a bigger, tax-friendlier legacy to your loved ones? The “Step-Up in Basis” rule is a powerful, often overlooked tool! Our latest article explains how it works and why it’s critical for your estate planning.
Sustainable Withdrawal Strategies: Don’t Outlive Your Savings
Think the 4% rule is your only option? Think again. Discover smarter, sustainable ways to help make your retirement savings last.
Protecting Yourself From Elder Financial Abuse: A Senior’s Guide
Elder financial abuse costs billions every year. Learn how to protect yourself or a loved one with these tips.
Your 2025 Social Security Guide
Looking to retire in 2025? Don’t wait until it’s too late—prepare now with our essential Social Security guide!
The Widow’s Penalty and Taxes
Losing a spouse is already an incredibly difficult experience, and the financial challenges that follow can make it even harder. After a spouse’s passing, the surviving partner may face unexpected financial burdens (including taxes) that can quickly become overwhelming. This additional strain is often referred to as the “widow’s penalty.” Depending on the state’s tax […]
Don’t Run Out of Money: Mastering Cash Flow in Retirement
By Henry Zupko, MBA, CFP® Retirement should be a time of relaxation and fulfillment, without having to worry about finances. That means effective cash flow management is absolutely essential. Without consistent and predictable cash flow in retirement, a substantial nest egg can diminish more quickly than anticipated, leaving retirees vulnerable to financial hardship and forced […]
Navigating Finances After an Executive Layoff
By Oscar Casas, CFP®, CRPC®, MPAS®, ABFP℠ Experiencing an executive layoff can be an overwhelming and unexpected life event. While it’s natural to feel uncertain, taking a proactive approach to your finances can help you regain stability and set a strong foundation for the future. This article is here to provide practical insights to help […]