Blog and Resources

Financial news you don't want to miss.

Now Might Be a Good Time for a Roth Conversion
Now Might Be a Good Time for a Roth Conversion
July 21, 2022

One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA ...

Finance Focus Video: The 4% Rule
Finance Focus Video: The 4% Rule
March 15, 2021

This video goes out to the pre-retirees – today’s topic is the 4% rule for your retirement assets. What is the 4% rule f...