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 ConversionJuly 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% RuleMarch 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...