Roth Conversions: What They Are and When They Make Sense
You've probably heard the term "Roth conversion" before. But if you're not sure what it actually means (or whether it applies to you), you're not alone. It's one of those…
Social Security Without the Guesswork: Filing Options and Disability Benefits
Planning for retirement can feel overwhelming. Especially when you’re trying to understand when to file for Social Security, and how disability benefits may fit into the picture. The good news?…
Financial Wellness Checkup: Are You on Track?
As life unfolds, so do your financial needs and goals. From starting your career to planning for retirement, it's essential to periodically assess your financial health to ensure you're on…
How Much Does It Cost To Retire?
https://vimeo.com/829116239?share=copy We are often asked, how much do I need to have saved up by the time I retire? This question really depends on how much your retirement is expected…
The Forgotten 401k Problem
https://vimeo.com/779282217 The forgotten 401(k) problem 401(k) is one of the popular retirement savings accounts for Americans. It is a great tool for saving money in a tax-efficient way. However, many…
Required Minimum Distributions
http://www.youtube.com/embed/7ACzE1_DRxs What are Required Minimum Distributions (RMDs)? Required Minimum distributions, often referred to as RMDs, are amounts the IRS requires you to withdraw annually from your Traditional IRA or employer…
End of Life Decisions- Advance Directives
http://www.youtube.com/embed/MWZ7XWqyTTg End of Life Decisions- Advance Directives No matter how much control we exert over our day-to-day lives, there may come a time in each of our futures when we…
Options when Inheriting an IRA
http://www.youtube.com/embed/cEiS_7xiCF4 Some assets, such as cash, are simple to pass on to heirs. Other assets, such as IRAs, have certain rules and conditions that change depending on the distribution method…
Social Security Maximization for Married Couples
http://www.youtube.com/embed/WBt6WVasEKM You may have heard rumors that there were major changes made to Social Security when Congress passed the Bipartisan Budget Act of 2015. While it is true that big…
How to Save for Retirement while Self-Employed
http://www.youtube.com/embed/rH6KCp67tgc Neglecting your retirement savings as you start your own business is simply not an option. Instead, you must find ways to continue saving for retirement even as you struggle…
