Articles

Estate planning is the proactive process of deciding how you want your assets and belongings distributed after your death. It encompasses not only who receives what, but also how your financial and healthcare decisions will be handled if you become incapacitated. Estate planning is often misunderstood as being just for the wealthy, but it’s a …

How much does the average person need in savings to retire? We’ll explore various scenarios, but make sure to read until the end for some positive findings from a recent study. Assumptions When we are running these scenarios, it is important to clarify our assumptions and the data we use. The quality of the results …

A Roth conversion can be a great way to save on taxes in retirement, but it’s important to avoid making common mistakes. In this article, we will discuss four of the most costly Roth conversion mistakes that can derail your strategy. Make sure you understand the implications of each decision before you convert your Roth …